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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1826
Wealth Dimensions Group
Ohio
$928K -$16K -59 -2%
HR
1827
Howe & Rusling
New York
$928K +$197K +727 +23%
SWM
1828
SHP Wealth Management
Massachusetts
$926K +$10.6K +39 +1%
OA
1829
Oxbow Advisors
Texas
$926K -$147K -542 -12%
EWA
1830
Emergent Wealth Advisors
New York
$926K +$307K +1,134 +42%
ACP
1831
Aviance Capital Partners
Florida
$924K – – –
JWWM
1832
Johnson & White Wealth Management
Pennsylvania
$923K -$14.3K -53 -1%
LAI
1833
Legal Advantage Investments
California
$923K +$115K +425 +13%
DWA
1834
Dorsey Wright & Associates
California
$919K -$3.83M -14,148 -79%
PS
1835
Planned Solutions
California
$917K -$27.1K -100 -3%
AWA
1836
Archvest Wealth Advisors
California
$916K -$80.9K -299 -7%
CAM
1837
Clark Asset Management
New Hampshire
$916K +$57.9K +214 +6%
CFMC
1838
Curbstone Financial Management Corp
New Hampshire
$916K +$27.1K +100 +3%
HCM
1839
Hutchinson Capital Management
California
$916K -$1.08K -4 -0.1%
T
1840
TrustBank
Illinois
$914K +$560K +2,070 +122%
HCMG
1841
Howard Capital Management Group
California
$913K +$54.1K +200 +6%
PA
1842
Persium Advisors
Georgia
$912K +$113K +417 +12%
DF Dent & Co
1843
DF Dent & Co
Maryland
$911K – – –
KFS
1844
Keynote Financial Services
Connecticut
$908K -$7.58K -28 -0.7%
VC
1845
Veracity Capital
Georgia
$908K +$1.62K +6 +0.2%
BOCM
1846
Bontempo Ohly Capital Management
Maryland
$906K -$3.18M -11,735 -76%
TWP
1847
Triad Wealth Partners
Kansas
$905K +$71.7K +265 +8%
SFC
1848
Strategic Financial Concepts
Texas
$904K +$1.01M +3,728 New
WCAMG
1849
Woodard & Company Asset Management Group
North Carolina
$903K -$5.41K -20 -0.5%
GSB
1850
Greenfield Savings Bank
Massachusetts
$903K +$4.33K +16 +0.4%