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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1601
WMS Partners
Maryland
$437K -$12.5K -95 -3%
CFS
1602
CRA Financial Services
New Jersey
$437K -$2.63K -20 -0.5%
CFMC
1603
Curbstone Financial Management Corp
New Hampshire
$437K +$11.8K +90 +3%
BFG
1604
Bouchey Financial Group
New York
$437K +$29.5K +225 +7%
SXL
1605
Summit X LLC
Missouri
$436K -$207K -1,577 -31%
AA
1606
Advisory Alpha
Michigan
$436K +$3.41K +26 +0.7%
CPP
1607
Capasso Planning Partners
South Carolina
$435K +$3.28K +25 +0.7%
VCP
1608
Verus Capital Partners
Arizona
$434K -$82.8K -631 -15%
GLLW
1609
Graves Light Lenhart Wealth
Virginia
$434K -$8.4K -64 -2%
KTA
1610
Keeley-Teton Advisors
Illinois
$434K
FBT
1611
First Bankers Trust
Kentucky
$432K
HCMT
1612
Highland Capital Management (Tennessee)
Tennessee
$432K
CCA
1613
Childress Capital Advisors
Texas
$432K +$54.3K +414 +13%
WC
1614
Whitney & Co
New York
$431K -$4.59K -35 -1%
YIA
1615
YHB Investment Advisors
Connecticut
$429K +$91.5K +697 +24%
GWM
1616
GDS Wealth Management
Texas
$428K +$8.4K +64 +2%
CMS
1617
Capital Market Strategies
Florida
$427K -$1.97K -15 -0.4%
OCM
1618
One Capital Management
California
$427K +$36K +274 +8%
IIC
1619
Integrated Investment Consultants
Michigan
$425K -$84.5K -644 -15%
BWM
1620
Blossom Wealth Management
California
$425K +$394 +3 +0.1%
GI
1621
GS Investments
Minnesota
$422K
CI
1622
CX Institutional
Indiana
$421K -$37.5K -286 -7%
CAAM
1623
Cornerstone Advisors Asset Management
Pennsylvania
$419K -$26.2K -200 -5%
MCM
1624
MV Capital Management
Maryland
$419K +$17.3K +132 +4%
LFA
1625
LifeGuide Financial Advisors
Pennsylvania
$419K +$219K +1,667 +90%