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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$97.5K – – –
BC
327
Bartlett & Co
Ohio
$97K – – –
CIM
328
Chiron Investment Management
New York
$97K – – –
CFB
329
Cullen/Frost Bankers
Texas
$95K – – –
CAL
330
Capital Advisors Ltd
Ohio
$92K – – –
EIP
331
Ellis Investment Partners
Pennsylvania
$85K – – –
IAIM
332
International Assets Investment Management
Florida
$83K +$83.3K +426 New
TFA
333
Toth Financial Advisory
Virginia
$78K – – –
CFGS
334
Concourse Financial Group Securities
Alabama
$73K +$7.63K +39 +12%
RWB
335
RMR Wealth Builders
New Jersey
$73K +$72.7K +372 New
CFA
336
Carroll Financial Associates
North Carolina
$72K – – –
FMP
337
Financial Management Professionals
Texas
$68K -$2.93K -15 -4%
FFA
338
Freedman Financial Associates
Massachusetts
$67K +$67.5K +345 New
S
339
SignatureFD
Georgia
$61K -$1.56K -8 -2%
FF
340
FourThought Financial
Florida
$61K +$61.4K +314 New
IA
341
IFP Advisors
Florida
$60K – – –
TF
342
TimeScale Financial
Massachusetts
$55K – – –
GRP
343
Global Retirement Partners
California
$53K +$4.5K +23 +9%
CIM
344
Contravisory Investment Management
Massachusetts
$50K +$1.76K +9 +4%
SFS
345
Sowell Financial Services
Arkansas
$50K +$21.3K +109 +75%
AAP
346
Arax Advisory Partners
Colorado
$49K +$2.93K +15 +6%
AssetMark Inc
347
AssetMark Inc
California
$42K +$8.6K +44 +26%
VFA
348
Valeo Financial Advisors
Indiana
$40K -$587 -3 -1%
HFA
349
HC Financial Advisors
California
$39K – – –
HGWM
350
Harvest Group Wealth Management
Massachusetts
$38K – – –