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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1826
Kurt F. Somerville
$843K -$4.89K -20 -0.6%
HR
1827
Howe & Rusling
New York
$843K +$59.4K +243 +8%
TFF
1828
The Family Firm
Maryland
$842K +$489 +2 +0.1%
OC
1829
Opinicus Capital
Florida
$841K +$6.6K +27 +0.8%
FFA
1830
First Foundation Advisors
California
$840K +$107K +436 +15%
SW
1831
SMART Wealth
Nebraska
$839K -$49.9K -204 -6%
AA
1832
Auxano Advisors
Washington
$837K -$17.4K -71 -2%
SIS
1833
Strategic Investment Solutions
Illinois
$834K +$20.1K +82 +3%
FSA
1834
Financial Sense Advisors
California
$834K -$4.94M -20,210 -86%
CIM
1835
Contravisory Investment Management
Massachusetts
$833K +$270K +1,103 +49%
CWMGO
1836
Capstone Wealth Management Group (Oregon)
Oregon
$833K +$94.7K +387 +13%
RI
1837
Ridgewood Investments
New Jersey
$833K -$324K -1,325 -28%
LWP
1838
LMG Wealth Partners
Louisiana
$831K -$6.36K -26 -0.8%
LSIA
1839
LaSalle St. Investment Advisors
Illinois
$828K +$815K +3,333 New
HCM
1840
Hutchinson Capital Management
California
$828K -$734 -3 -0.1%
PDL
1841
Portfolio Design Labs
California
$827K -$145K -593 -15%
SCG
1842
Sonata Capital Group
Washington
$826K -$24.5K -100 -3%
SFG
1843
SNS Financial Group
Minnesota
$826K -$22.3K -91 -3%
Westfield Capital Management
1844
Westfield Capital Management
Massachusetts
$826K -$11.6M -47,323 -93%
SPL
1845
Smart Portfolios LLC
Washington
$825K -$31.8K -130 -4%
FFG
1846
Fortem Financial Group
California
$822K -$125K -510 -13%
GLLW
1847
Graves Light Lenhart Wealth
Virginia
$822K +$978 +4 +0.1%
BTW
1848
Boston Trust Walden
Massachusetts
$821K
CPA
1849
Cardiff Park Advisors
California
$820K -$10.8K -44 -1%
REMPR
1850
Roof Eidam Maycock Peralta (REMP)
California
$819K -$58.7K -240 -7%