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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2076
Gould Asset Management
California
$315K -$70.2K -1,500 -18%
TFA
2077
Transamerica Financial Advisors
Florida
$314K +$256K +5,460 +445%
BCM
2078
Beck Capital Management
Texas
$314K +$314K +6,702 New
AA
2079
Alesco Advisors
New York
$313K -$31K -663 -9%
RIS
2080
Retirement Income Solutions
Michigan
$312K -$21.6K -462 -6%
AEPG
2081
American Economic Planning Group
New Jersey
$311K -$22.9K -490 -7%
BWCS
2082
Beirne Wealth Consulting Services
Connecticut
$309K +$308K +6,577 New
LWM
2083
Liberty Wealth Management
California
$309K +$308K +6,584 New
BRC
2084
Bell Rock Capital
Delaware
$308K +$48.7K +1,041 +19%
PWM
2085
Paulson Wealth Management
Illinois
$308K +$66.7K +1,424 +29%
LIA
2086
LBMC Investment Advisors
Tennessee
$307K -$58.7K -1,253 -16%
HI
2087
Hendershot Investments
Virginia
$307K +$2.15K +46 +0.7%
CCM
2088
Community Capital Management
Florida
$305K +$304K +6,500 New
ACS
2089
Archford Capital Strategies
Illinois
$304K -$4.03K -86 -1%
ADMI
2090
Albert D. Mason Inc
Massachusetts
$304K -$2.34K -50 -0.8%
CYG
2091
Clean Yield Group
Vermont
$303K -$30.4K -650 -9%
Wealth Enhancement Advisory Services
2092
Wealth Enhancement Advisory Services
Minnesota
$301K
CCA
2093
Clearwater Capital Advisors
Illinois
$300K +$10.5K +224 +4%
AGA
2094
Accuvest Global Advisors
Utah
$300K +$299K +6,390 New
ER
2095
Enlightenment Research
Florida
$300K +$300K +6,400 New
GC
2096
Gilbert & Cook
Iowa
$297K +$8.29K +177 +3%
EWA
2097
ERTS Wealth Advisors
Michigan
$297K +$296K +6,319 New
JF
2098
JSF Financial
California
$297K +$296K +6,321 New
TW
2099
Towerpoint Wealth
California
$296K +$20.7K +443 +3%
PL
2100
Plancorp LLC
Missouri
$294K +$9.41K +201 +3%