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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1801
LifePlan Financial Group
Ohio
$153K +$5.53K +128 +4%
AFIA
1802
America First Investment Advisors
Nebraska
$152K -$6.18K -143 -4%
AC
1803
Avestar Capital
New York
$150K +$14.3K +330 +9%
DSN
1804
D. Scott Neal
Kentucky
$147K -$2.85K -66 -2%
JAM
1805
Jolley Asset Management
North Carolina
$145K -$1.47K -34 -1%
GAM
1806
Gemmer Asset Management
California
$143K -$950 -22 -0.7%
BWP
1807
Baldwin Wealth Partners
Massachusetts
$141K -$25.9K -600 -16%
SIAS
1808
Shine Investment Advisory Services
Colorado
$140K – – –
BWA
1809
BDO Wealth Advisors
Florida
$139K +$69.9K +1,619 +105%
ACM
1810
AUA Capital Management
Pennsylvania
$132K – – –
VIM
1811
Veritas Investment Management
United Kingdom
$132K – – –
WIM
1812
Westside Investment Management
California
$129K -$1.6K -37 -1%
NWM
1813
Northwest Wealth Management
Iowa
$128K -$10.3K -239 -8%
DOA
1814
D'Orazio & Associates
Virginia
$128K -$3.02K -70 -2%
MCM
1815
MV Capital Management
Maryland
$125K – – –
FL
1816
Fort LP
Maryland
$122K +$121K +2,792 New
TCM
1817
Tradewinds Capital Management
Washington
$118K +$32.3K +747 +38%
LWM
1818
Lenox Wealth Management
Ohio
$117K -$1.64K -38 -1%
CFC
1819
Coyle Financial Counsel
Illinois
$117K +$115K +2,657 New
GBBWRPM
1820
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K – – –
SEIA
1821
Signature Estate & Investment Advisors
California
$116K +$114K +2,643 New
AIM
1822
Arcadia Investment Management
Michigan
$114K – – –
PCTC
1823
Perkins Coie Trust Company
Washington
$111K -$28.5K -660 -21%
MFBTD
1824
MB Financial Bank - Trust Department
Illinois
$108K -$10.1K -234 -9%
SMG
1825
Spectrum Management Group
Indiana
$107K – – –