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Name Holding Trade Value Shares
Change
Change in
Stake
SL
901
Stevard LLC
Illinois
$301K
BBA
902
BLB&B Advisors
Pennsylvania
$296K -$307K -1,250 -53%
GWSG
903
GPS Wealth Strategies Group
Colorado
$295K -$36.6K -149 -12%
CSIC
904
Clifford Swan Investment Counsel
California
$294K
FP
905
Financial Perspectives
Minnesota
$293K
IWM
906
IHT Wealth Management
Illinois
$292K +$29.7K +121 +12%
WAAG
907
Wealth Alliance Advisory Group
Kansas
$292K +$272K +1,108 New
Fisher Asset Management
908
Fisher Asset Management
Washington
$292K +$272K +1,110 New
9WM
909
9258 Wealth Management
Ohio
$291K +$43.2K +176 +19%
BFM
910
Boston Financial Management
Massachusetts
$289K
FFA
911
Founders Financial Alliance
North Carolina
$289K +$16.2K +66 +6%
PCAP
912
Pratt Collard Advisory Partners
New York
$288K
CIP
913
Convergence Investment Partners
Florida
$288K +$4.17K +17 +2%
IWS
914
Insight Wealth Strategies
California
$288K +$28.7K +117 +12%
CWP
915
Curated Wealth Partners
California
$287K +$267K +1,088 New
RCAG
916
Rehmann Capital Advisory Group
Michigan
$286K +$7.36K +30 +3%
GDP
917
Great Diamond Partners
Maine
$284K +$265K +1,078 New
MWPCG
918
Measured Wealth Private Client Group
New Hampshire
$281K -$1.96K -8 -0.7%
AWA
919
AmeriServ Wealth Advisors
Pennsylvania
$278K +$259K +1,055 New
BB
920
Berkshire Bank
Massachusetts
$277K -$24.5K -100 -9%
CCM
921
Covington Capital Management
California
$277K
TA
922
TFG Advisers
Michigan
$276K +$7.12K +29 +3%
FLPIM
923
F.L. Putnam Investment Management
Massachusetts
$276K +$10.3K +42 +4%
BDF
924
Balasa Dinverno & Foltz
$275K +$27.7K +113 +12%
AIIMS
925
Analyst IMS Investment Management Services
Israel
$271K +$253K +1,030 New