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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1826
Abacus Planning Group
South Carolina
$846K +$30.1K +123 +4%
PSB
1827
Piscataqua Savings Bank
New Hampshire
$845K +$94.2K +385 +13%
CP
1828
Creekside Partners
California
$844K +$1.22K +5 +0.1%
KFS
1829
Kurt F. Somerville
$843K -$4.89K -20 -0.6%
HR
1830
Howe & Rusling
New York
$843K +$59.4K +243 +8%
TFF
1831
The Family Firm
Maryland
$842K +$489 +2 +0.1%
OC
1832
Opinicus Capital
Florida
$841K +$6.6K +27 +0.8%
FFA
1833
First Foundation Advisors
California
$840K +$107K +436 +15%
SW
1834
SMART Wealth
Nebraska
$839K -$49.9K -204 -6%
AA
1835
Auxano Advisors
Washington
$837K -$17.4K -71 -2%
SIS
1836
Strategic Investment Solutions
Illinois
$834K +$20.1K +82 +3%
FSA
1837
Financial Sense Advisors
California
$834K -$4.94M -20,210 -86%
CIM
1838
Contravisory Investment Management
Massachusetts
$833K +$270K +1,103 +49%
CWMGO
1839
Capstone Wealth Management Group (Oregon)
Oregon
$833K +$94.7K +387 +13%
RI
1840
Ridgewood Investments
New Jersey
$833K -$324K -1,325 -28%
LWP
1841
LMG Wealth Partners
Louisiana
$831K -$6.36K -26 -0.8%
LSIA
1842
LaSalle St. Investment Advisors
Illinois
$828K +$815K +3,333 New
HCM
1843
Hutchinson Capital Management
California
$828K -$734 -3 -0.1%
PDL
1844
Portfolio Design Labs
California
$827K -$145K -593 -15%
SCG
1845
Sonata Capital Group
Washington
$826K -$24.5K -100 -3%
SNS Financial Group
1846
SNS Financial Group
Minnesota
$826K -$22.3K -91 -3%
Westfield Capital Management
1847
Westfield Capital Management
Massachusetts
$826K -$11.6M -47,323 -93%
SPL
1848
Smart Portfolios LLC
Washington
$825K -$31.8K -130 -4%
FFG
1849
Fortem Financial Group
California
$822K -$125K -510 -13%
GLLW
1850
Graves Light Lenhart Wealth
Virginia
$822K +$978 +4 +0.1%