Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
1151
Fort Point Capital Partners
California
$581K +$11.4K +29 +2%
ST
1152
Sabal Trust
Florida
$581K +$199K +505 +56%
SC
1153
Stephens Consulting
Michigan
$580K – – –
AIC
1154
Archer Investment Corporation
Indiana
$580K – – –
NSAM
1155
North Star Asset Management
Wisconsin
$576K – – –
SWIG
1156
Strategic Wealth Investment Group
Kentucky
$575K +$552K +1,401 New
CHAM
1157
Clear Harbor Asset Management
Connecticut
$575K +$9.86K +25 +2%
GWSG
1158
GPS Wealth Strategies Group
Colorado
$568K -$1.97K -5 -0.4%
GW
1159
GW & Wade
Massachusetts
$567K +$544K +1,380 New
AIMA
1160
Ables Iannone Moore & Associates
Georgia
$567K +$544K +1,380 New
TCA
1161
Troluce Capital Advisors
Puerto Rico
$567K +$544K +1,380 New
MWM
1162
Modera Wealth Management
New Jersey
$564K -$16.2K -41 -3%
SSW
1163
Smith Shellnut Wilson
Mississippi
$563K -$11K -28 -2%
SIA
1164
Strategic Investment Advisors
Michigan
$563K +$541K +1,372 New
GWM
1165
GDS Wealth Management
Texas
$562K -$6.7K -17 -1%
DFG
1166
Delta Financial Group
New Jersey
$561K +$63.1K +160 +13%
MPCG
1167
Matrix Private Capital Group
New York
$559K – – –
WAP
1168
Wealthcare Advisory Partners
Pennsylvania
$558K +$36.3K +92 +7%
AGC
1169
Aspen Grove Capital
Colorado
$558K +$26.4K +67 +5%
HCM
1170
Helios Capital Management
Singapore
$553K +$532K +1,350 New
AAS
1171
Ameritas Advisory Services
Nebraska
$553K +$42.2K +107 +9%
SIC
1172
Samalin Investment Counsel
New York
$552K +$8.28K +21 +2%
MWA
1173
Midland Wealth Advisors
Illinois
$544K +$523K +1,325 New
DLA
1174
Douglas Lane & Associates
New York
$543K -$10.3K -26 -2%
Fisher Asset Management
1175
Fisher Asset Management
Washington
$541K +$114K +288 +28%