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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2101
Bay Harbor Wealth Management
Maryland
$199K -$93.6K -2,033 -31%
Apollon Wealth Management
2102
Apollon Wealth Management
South Carolina
$199K +$205K +4,460 New
SIS
2103
Sound Income Strategies
Florida
$195K +$42.4K +921 +27%
FMP
2104
Financial Management Professionals
Texas
$194K +$127K +2,754 +174%
TCI Wealth Advisors
2105
TCI Wealth Advisors
Arizona
$186K -$37.6K -817 -16%
DI
2106
Disciplined Investments
Oklahoma
$185K – – –
OSNBOA
2107
Old Second National Bank of Aurora
Illinois
$185K – – –
WCG
2108
Weaver Consulting Group
California
$185K +$30.2K +656 +19%
CCA
2109
Column Capital Advisors
Indiana
$181K +$3.5K +76 +2%
WTFG
2110
Wells Trecaso Financial Group
Ohio
$177K +$183K +3,964 New
PK
2111
Pflug Koory
Nebraska
$175K +$9.21K +200 +5%
TFA
2112
Transamerica Financial Advisors
Florida
$175K +$179K +3,895 New
CIA
2113
Cascade Investment Advisors
Oregon
$171K – – –
LFG
2114
LifePlan Financial Group
Ohio
$167K – – –
CAGAS
2115
Capital Advisory Group Advisory Services
Minnesota
$166K +$69K +1,497 +68%
BEAM
2116
Baker Ellis Asset Management
Washington
$165K – – –
MCM
2117
MV Capital Management
Maryland
$164K +$36.9K +802 +28%
LAS
2118
Lloyd Advisory Services
Georgia
$163K -$61.6K -1,338 -27%
LWM
2119
Lenox Wealth Management
Ohio
$161K +$12.9K +279 +8%
HFA
2120
HC Financial Advisors
California
$160K – – –
BAM
2121
Bellevue Asset Management
Washington
$159K – – –
TCM
2122
Tradewinds Capital Management
Washington
$158K -$2.07K -45 -1%
PWMG
2123
Prestige Wealth Management Group
New Jersey
$154K +$6.68K +145 +4%
VCM
2124
Vigilant Capital Management
Maine
$149K -$92.8K -2,015 -38%
GAM
2125
Gemmer Asset Management
California
$148K – – –