Name Holding Trade Value Shares
Change
Change in
Stake
WP
2076
WealthShield Partners
North Carolina
$613K +$42.6K +174 +8%
CMP
2077
Coston McIsaac & Partners
Maine
$613K -$71.9K -294 -11%
MWS
2078
MFA Wealth Services
California
$613K +$13.9K +57 +2%
MCM
2079
Magnolia Capital Management
New York
$611K – – –
AIS
2080
AM Investment Strategies
Tennessee
$611K +$489 +2 +0.1%
CCA
2081
Childress Capital Advisors
Texas
$611K +$68.5K +280 +13%
DSN
2082
D. Scott Neal
Kentucky
$610K -$2.2K -9 -0.4%
BIA
2083
Bigelow Investment Advisors
Maine
$609K – – –
CC
2084
Centiva Capital
New York
$608K -$329K -1,347 -36%
BFA
2085
Brendel Financial Advisors
New Hampshire
$606K – – –
FOA
2086
Five Oceans Advisors
California
$606K +$489 +2 +0.1%
UAS
2087
United Asset Strategies
New York
$606K -$12.5K -51 -2%
FF
2088
Financial Futures
New Jersey
$605K +$734 +3 +0.1%
AFAS
2089
Acorn Financial Advisory Services
Virginia
$605K +$978 +4 +0.2%
PFG
2090
Prosperity Financial Group
California
$604K +$225K +921 +61%
TAM
2091
Trillium Asset Management
Massachusetts
$604K -$3.18K -13 -0.5%
MGAM
2092
McGowan Group Asset Management
Texas
$603K – – –
WFAG
2093
Wescott Financial Advisory Group
Pennsylvania
$602K +$14.4K +59 +2%
KOC
2094
Koss-Olinger Consulting
Florida
$602K +$592K +2,420 New
RHAM
2095
Round Hill Asset Management
California
$601K -$131K -535 -18%
OWP
2096
Obermeyer Wealth Partners
Colorado
$599K +$217K +886 +58%
FA
2097
Financial Advisors
Massachusetts
$599K +$12.2K +50 +2%
GFG
2098
Goldstone Financial Group
Illinois
$598K -$24K -98 -4%
AAP
2099
Aristotle Atlantic Partners
Florida
$597K – – –
MJRIC
2100
Mogy Joel R Investment Counsel
California
$597K – – –