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Name Holding Trade Value Shares
Change
Change in
Stake
HWMC
1201
Heritage Wealth Management (California)
California
$417K +$28.6K +1,306 +8%
SA
1202
Strategic Advocates
Utah
$416K +$401K +18,338 New
RWPA
1203
Richard W. Paul & Associates
Michigan
$415K -$5.6K -256 -1%
ARG
1204
Advisory Resource Group
Oklahoma
$413K +$26.3K +1,202 +7%
MCA
1205
Martin Capital Advisors
Texas
$412K -$3.5K -160 -0.9%
SC
1206
Searle & Co
Connecticut
$411K -$42.7K -1,950 -10%
PSP
1207
Pacific Sage Partners
Washington
$411K -$22.4K -1,024 -5%
LI
1208
LRI Investments
Florida
$410K +$67.2K +3,071 +20%
JPMIA
1209
J.P. Marvel Investment Advisors
Massachusetts
$409K -$31.1K -1,420 -7%
Sit Investment Associates
1210
Sit Investment Associates
Minnesota
$409K – – –
BA
1211
Bridgewater Advisors
New York
$409K -$102K -4,683 -19%
Avantax Planning Partners
1212
Avantax Planning Partners
Iowa
$407K -$227K -10,370 -37%
CHP
1213
Cable Hill Partners
Oregon
$407K +$20K +915 +5%
AF
1214
Apexium Financial
Texas
$406K +$136K +6,236 +53%
Y.D. More Investments
1215
Y.D. More Investments
Israel
$405K +$391K +17,850 New
Level Four Advisory Services
1216
Level Four Advisory Services
Texas
$405K -$55.4K -2,531 -12%
YIM
1217
Yoffe Investment Management
Pennsylvania
$404K -$22 -1 -0%
MCM
1218
Manchester Capital Management
Vermont
$403K -$1.95K -89 -0.5%
FIB
1219
First Interstate Bank
Montana
$402K -$21.9K -1,000 -5%
RA
1220
Rational Advisors
New York
$401K +$386K +17,661 New
BC
1221
Barnett & Company
Tennessee
$400K +$385K +17,615 New
WRPWM
1222
Werba Rubin Papier Wealth Management
California
$399K +$219 +10 +0.1%
HIC
1223
Harvey Investment Company
Kentucky
$398K -$1.44K -66 -0.4%
WTG
1224
West Tower Group
Virginia
$397K +$383K +17,500 New
PIA
1225
Perennial Investment Advisors
California
$397K +$12.8K +584 +3%