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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2101
AllSquare Wealth Management
New York
$250K -$35 -1 -0%
BWM
2102
Baystate Wealth Management
Massachusetts
$250K +$5.19K +149 +2%
ACM
2103
Alethea Capital Management
Washington
$249K -$54K -1,550 -18%
PWM
2104
Palumbo Wealth Management
New York
$249K -$169K -4,848 -41%
CBT
2105
Central Bank & Trust
Kentucky
$249K -$96.3K -2,766 -28%
Financial Engines Advisors
2106
Financial Engines Advisors
California
$248K +$243K +6,979 New
JSL
2107
JT Stratford LLC
Georgia
$247K +$242K +6,934 New
OCPWS
2108
One Charles Private Wealth Services
Massachusetts
$246K -$18.3K -525 -7%
CA
2109
Centerpoint Advisors
Massachusetts
$246K -$33.1K -950 -12%
PSFG
2110
Prairie Sky Financial Group
Illinois
$246K – – –
ODFS
2111
O'Donnell Financial Services
California
$246K +$105 +3 +0%
PTP
2112
Platform Technology Partners
New York
$246K +$241K +6,915 New
AIM
2113
Allen Investment Management
New York
$246K – – –
CAC
2114
Certified Advisory Corp
Florida
$246K +$18.6K +534 +8%
GSIAS
2115
Garden State Investment Advisory Services
New Jersey
$245K -$11.5K -330 -5%
GC
2116
Gilbert & Cook
Iowa
$245K +$240K +6,898 New
FZCM
2117
Flynn Zito Capital Management
New York
$245K -$215K -6,178 -47%
BAM
2118
BOS Asset Management
Illinois
$245K +$836 +24 +0.4%
TFA
2119
Teamwork Financial Advisors
Texas
$244K -$5.05K -145 -2%
AO
2120
Advisor OS
Illinois
$244K +$12.5K +358 +6%
PHS
2121
Pekin Hardy Strauss
Illinois
$243K -$23.5K -675 -9%
CAM
2122
Congress Asset Management
Massachusetts
$243K – – –
AMG
2123
Asset Management Group
Connecticut
$243K +$801 +23 +0.3%
CFCI
2124
Comprehensive Financial Consultants Institutional
Indiana
$243K +$35 +1 +0%
TA
2125
Townsend & Associates
Colorado
$242K +$70 +2 +0%