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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
901
Principle Wealth Partners
Connecticut
$304K +$283K +1,155 New
CAAS
902
Capital Asset Advisory Services
Michigan
$302K +$20.6K +84 +8%
SL
903
Stevard LLC
Illinois
$301K – – –
BBA
904
BLB&B Advisors
Pennsylvania
$296K -$307K -1,250 -53%
GWSG
905
GPS Wealth Strategies Group
Colorado
$295K -$36.6K -149 -12%
Clifford Swan Investment Counsel
906
Clifford Swan Investment Counsel
California
$294K – – –
FP
907
Financial Perspectives
Minnesota
$293K – – –
IHT Wealth Management
908
IHT Wealth Management
Illinois
$292K +$29.7K +121 +12%
WAAG
909
Wealth Alliance Advisory Group
Kansas
$292K +$272K +1,108 New
Fisher Asset Management
910
Fisher Asset Management
Washington
$292K +$272K +1,110 New
9WM
911
9258 Wealth Management
Ohio
$291K +$43.2K +176 +19%
Boston Financial Management
912
Boston Financial Management
Massachusetts
$289K – – –
FFA
913
Founders Financial Alliance
North Carolina
$289K +$16.2K +66 +6%
PCAP
914
Pratt Collard Advisory Partners
New York
$288K – – –
CIP
915
Convergence Investment Partners
Florida
$288K +$4.17K +17 +2%
IWS
916
Insight Wealth Strategies
California
$288K +$28.7K +117 +12%
CWP
917
Curated Wealth Partners
California
$287K +$267K +1,088 New
RCAG
918
Rehmann Capital Advisory Group
Michigan
$286K +$7.36K +30 +3%
GDP
919
Great Diamond Partners
Maine
$284K +$265K +1,078 New
MWPCG
920
Measured Wealth Private Client Group
New Hampshire
$281K -$1.96K -8 -0.7%
AWA
921
AmeriServ Wealth Advisors
Pennsylvania
$278K +$259K +1,055 New
BB
922
Berkshire Bank
Massachusetts
$277K -$24.5K -100 -9%
Covington Capital Management
923
Covington Capital Management
California
$277K – – –
TA
924
TFG Advisers
Michigan
$276K +$7.12K +29 +3%
F.L. Putnam Investment Management
925
F.L. Putnam Investment Management
Massachusetts
$276K +$10.3K +42 +4%