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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
2151
Golden State Wealth Management
California
$293K +$277K +5,463 New
GAB
2152
German American Bancorp
Indiana
$291K +$29.5K +581 +12%
PWS
2153
Paragon Wealth Strategies
Florida
$291K +$275K +5,417 New
DIA
2154
Davidson Investment Advisors
Montana
$290K -$153K -3,007 -36%
NFG
2155
NewFocus Financial Group
Washington
$287K +$1.37K +27 +0.5%
SB
2156
Strategic Blueprint
Georgia
$287K +$272K +5,353 New
AACR
2157
ACR Alpine Capital Research
Missouri
$286K +$254 +5 +0.1%
CAL
2158
Capital Analysts LLC
Pennsylvania
$286K +$22.1K +435 +9%
CAM
2159
Cidel Asset Management
Ontario, Canada
$286K +$270K +5,330 New
CWM
2160
Campbell Wealth Management
Virginia
$284K +$18.1K +356 +7%
PV
2161
Private Vista
Illinois
$283K -$50.7K -1,000 -16%
PWAC
2162
Private Wealth Advisors (California)
California
$283K -$9.48K -187 -3%
DCM
2163
Driehaus Capital Management
Illinois
$282K -$22.1M -435,156 -99%
ACM
2164
AUA Capital Management
Pennsylvania
$282K – – –
GWM
2165
GSB Wealth Management
Connecticut
$281K +$1.52K +30 +0.6%
WTFG
2166
Wells Trecaso Financial Group
Ohio
$280K +$12.9K +255 +5%
KA
2167
Klingman & Associates
New York
$279K +$263K +5,189 New
IWA
2168
Intercontinental Wealth Advisors
Texas
$278K -$25.4K -500 -9%
DA
2169
DSC Advisors
Illinois
$277K -$21.7K -428 -8%
SRC
2170
Stone Run Capital
New York
$277K – – –
BCM
2171
Bluefin Capital Management
New York
$276K -$7.86M -154,931 -97%
EWM
2172
Executive Wealth Management
Michigan
$276K -$15.6K -308 -6%
CRIG
2173
Charter Research & Investment Group
Connecticut
$276K – – –
NFC
2174
Northeast Financial Consultants
Connecticut
$276K +$261K +5,145 New
CAGAS
2175
Capital Advisory Group Advisory Services
Minnesota
$275K -$6.39K -126 -2%