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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2076
Lazard Frères Gestion
France
$235K +$225K +7,159 New
TFA
2077
Teamwork Financial Advisors
Texas
$235K -$286K -9,122 -57%
CFCI
2078
Comprehensive Financial Consultants Institutional
Indiana
$234K -$5.46K -174 -2%
MSR
2079
Main Street Research
Connecticut
$234K -$22K -700 -9%
WQ
2080
Wealth Quarterback
New Jersey
$234K -$38K -1,211 -15%
TF
2081
Trek Financial
Arizona
$233K +$18.3K +584 +9%
VLC
2082
Van Leeuwen & Company
New Jersey
$233K +$7.94K +253 +4%
GWM
2083
Gitterman Wealth Management
New Jersey
$232K -$377 -12 -0.2%
PWM
2084
PRW Wealth Management
Massachusetts
$232K +$212K +6,757 New
TA
2085
Townsend & Associates
Colorado
$232K -$9.48K -302 -4%
PSFG
2086
Prairie Sky Financial Group
Illinois
$231K +$217K +6,919 New
DWM
2087
Dorchester Wealth Management
Quebec, Canada
$231K – – –
NRI
2088
NFP Retirement Inc
California
$231K +$14.3K +457 +7%
AIM
2089
Allen Investment Management
New York
$231K -$72.5K -2,310 -25%
ODFS
2090
O'Donnell Financial Services
California
$231K +$126 +4 +0.1%
BWM
2091
Baystate Wealth Management
Massachusetts
$230K -$72.3K -2,304 -25%
BAM
2092
BOS Asset Management
Illinois
$229K +$7.06K +225 +3%
SRIM
2093
Saratoga Research & Investment Management
California
$229K +$816 +26 +0.4%
FM
2094
Foster & Motley
Ohio
$229K -$169K -5,375 -44%
TWM
2095
Tradition Wealth Management
Minnesota
$229K -$15.1K -481 -7%
FTWA
2096
Fifth Third Wealth Advisors
Ohio
$229K +$215K +6,848 New
CAM
2097
Congress Asset Management
Massachusetts
$228K – – –
EWA
2098
EverSource Wealth Advisors
Alabama
$228K -$26.5K -843 -11%
EPA
2099
Element Pointe Advisors
Florida
$228K +$214K +6,820 New
AA
2100
Advisory Alpha
Michigan
$228K -$29.9K -951 -12%