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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2226
Tealwood Asset Management
Minnesota
$610K – – –
FFG
2227
Fiduciary Financial Group
California
$609K +$30.1K +117 +6%
MPIA
2228
Milestones Private Investment Advisors
New York
$607K +$530K +2,058 New
6F
2229
626 Financial
Michigan
$606K -$16K -62 -3%
CCC
2230
Chelsea Counsel Company
California
$606K – – –
MSRI
2231
Michael S. Ryan Inc
New York
$606K +$773 +3 +0.1%
Close Asset Management
2232
Close Asset Management
United Kingdom
$605K -$7.47K -29 -1%
HFAS
2233
Hummer Financial Advisory Services
Illinois
$605K – – –
APWA
2234
Atlas Private Wealth Advisors
New Jersey
$605K +$17K +66 +3%
NPF
2235
Norris Perne & French
Michigan
$604K -$18.3K -71 -3%
SC
2236
Sepio Capital
Utah
$603K -$3.09K -12 -0.6%
TF
2237
Trek Financial
Arizona
$602K -$6.56M -25,470 -93%
SAI
2238
Systematic Alpha Investments
New Jersey
$601K – – –
FDCP
2239
Foster Dykema Cabot & Partners
Massachusetts
$600K – – –
KAS
2240
KPP Advisory Services
Kentucky
$600K +$4.12K +16 +0.8%
MTC
2241
Matrix Trust Company
Colorado
$599K +$16.5K +64 +3%
FFA
2242
Fragasso Financial Advisors
Pennsylvania
$599K +$91.5K +355 +21%
TWM
2243
Tripletail Wealth Management
Florida
$597K +$645K +2,504 New
NFA
2244
Northwest Financial Advisors
Virginia
$597K -$490K -1,901 -48%
NWA
2245
New World Advisors
Massachusetts
$597K +$151K +588 +41%
EW
2246
Elyxium Wealth
California
$596K +$166K +644 +47%
KW
2247
KWB Wealth
California
$595K +$13.7K +53 +2%
OIA
2248
Optimum Investment Advisors
Illinois
$595K – – –
FA
2249
Fountainhead AM
New Jersey
$595K +$83.2K +323 +19%
FA
2250
Faithward Advisors
Pennsylvania
$595K -$3.09K -12 -0.6%