Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2651
Grand Wealth Management
Michigan
$206K +$205K +4,000 New
AWP
2652
Ascent Wealth Partners
New York
$205K -$344K -6,732 -63%
GCP
2653
Gill Capital Partners
Colorado
$205K -$13.9K -272 -6%
EGA
2654
Eagle Global Advisors
Texas
$205K -$12.8K -250 -6%
PFC
2655
Phocas Financial Corp
California
$204K -$53.8K -1,053 -21%
PWM
2656
Prentice Wealth Management
New York
$204K -$2.76K -54 -1%
AC
2657
Alley Company
Illinois
$204K – – –
HWMG
2658
Hurlow Wealth Management Group
Indiana
$204K +$188K +3,676 New
FMI
2659
F/M Investments
District of Columbia
$204K +$203K +3,965 New
FVWA
2660
Foster Victor Wealth Advisors
South Carolina
$203K +$186K +3,645 New
KWP
2661
Keystone Wealth Partners
Arizona
$203K +$201K +3,935 New
EWP
2662
Engrave Wealth Partners
Texas
$202K +$4.09K +80 +2%
TCWA
2663
Ten Capital Wealth Advisors
Washington
$201K -$13.6K -266 -6%
GPFA
2664
Game Plan Financial Advisors
Ohio
$201K -$5.11K -100 -3%
FPOC
2665
Financial Planners of Cleveland
Ohio
$200K +$186K +3,644 New
FPWM
2666
FSB Premier Wealth Management
Iowa
$198K -$25.6K -500 -11%
HS
2667
Horan Securities
United States
$196K +$194K +3,800 New
ACM
2668
Aquatic Capital Management
Illinois
$191K +$189K +3,700 New
PP
2669
PFS Partners
New Jersey
$191K +$190K +3,707 New
1832 Asset Management
2670
1832 Asset Management
Ontario, Canada
$186K -$1.5M -29,423 -89%
CWC
2671
Carolinas Wealth Consulting
North Carolina
$181K -$13.2K -258 -7%
HFS
2672
HBC Financial Services
Washington
$181K +$3.78K +74 +2%
MSFP
2673
Mark Sheptoff Financial Planning
Connecticut
$181K +$6.24K +122 +4%
FPS
2674
Fieldpoint Private Securities
Connecticut
$180K -$70.3K -1,375 -28%
JMF
2675
Johnson Midwest Financial
Iowa
$174K +$10.8K +211 +7%