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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1626
Aspen Investment Management
Michigan
$303K -$10.4K -79 -3%
BDF
1627
Balasa Dinverno & Foltz
$302K -$8.93K -68 -3%
AWM
1628
AllSquare Wealth Management
New York
$301K -$318K -2,424 -51%
RIS
1629
Retirement Income Solutions
Michigan
$301K -$54.9K -418 -15%
WP
1630
WealthShield Partners
North Carolina
$301K
MFW
1631
Mosaic Family Wealth
Missouri
$301K +$920 +7 +0.3%
VAS
1632
Vestmark Advisory Solutions
Massachusetts
$301K +$28.5K +217 +11%
WAP
1633
Wealthcare Advisory Partners
Pennsylvania
$301K +$28.6K +218 +11%
TAM
1634
Todd Asset Management
Kentucky
$300K -$18.3K -139 -6%
HCM
1635
Harvey Capital Management
Florida
$299K -$28.8K -219 -9%
DSN
1636
D. Scott Neal
Kentucky
$299K -$12.7K -97 -4%
CAAS
1637
Capital Asset Advisory Services
Michigan
$299K +$37.8K +288 +15%
AssetMark Inc
1638
AssetMark Inc
California
$299K +$94.8K +722 +47%
TSS
1639
Thomas Story & Son
Indiana
$298K
KFGK
1640
Keystone Financial Group (Kentucky)
Kentucky
$297K -$33.5K -255 -10%
B
1641
Bridgeworth
Alabama
$297K -$20.1K -153 -6%
AIA
1642
Arbor Investment Advisors
North Carolina
$297K
LD
1643
Lipe & Dalton
New York
$297K +$21.4K +163 +8%
TA
1644
TFG Advisers
Michigan
$296K +$20.4K +155 +7%
FFWA
1645
FRG Family Wealth Advisors
Washington
$295K -$246K -1,875 -46%
GCA
1646
Genesee Capital Advisors
New York
$295K +$294K +2,239 New
GI
1647
Gradient Investments
Minnesota
$294K -$50.4K -384 -15%
FTC
1648
Farmers Trust Company
Ohio
$293K -$42K -320 -13%
LSAG
1649
Lake Street Advisors Group
New Hampshire
$293K +$394 +3 +0.1%
DLHL
1650
Donald L. Hagan LLC
Florida
$292K -$11.3K -86 -4%