Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1201
Laffer Tengler Investments
Tennessee
$571K +$238K +541 +71%
AA
1202
Alta Advisers
United Kingdom
$570K – – –
SOAMC
1203
Spirit of America Management Corp
New York
$570K – – –
GWSG
1204
GPS Wealth Strategies Group
Colorado
$570K -$10.1K -23 -2%
BJL
1205
Brighton Jones LLC
Washington
$570K +$33K +75 +6%
CH
1206
Cromwell Holdings
Wyoming
$570K +$571K +1,298 New
BIP
1207
Blueprint Investment Partners
North Carolina
$567K -$330K -749 -37%
OFG
1208
Oxford Financial Group
Indiana
$567K -$23.3K -53 -4%
MS
1209
Maven Securities
Jersey
$564K -$351K -798 -38%
PS
1210
Portfolio Strategies
New York
$564K – – –
FNFDCM
1211
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$562K – – –
LFAS
1212
Level Four Advisory Services
Texas
$561K -$1.48M -3,358 -72%
USB
1213
Union Savings Bank
Connecticut
$560K +$24.6K +56 +5%
WBC
1214
West Branch Capital
Massachusetts
$559K +$106K +242 +23%
MSS
1215
Mitchell Sinkler & Starr
Pennsylvania
$558K +$99.9K +227 +22%
OL
1216
OneFund LLC
Florida
$557K +$5.28K +12 +1%
LA
1217
Legacy Advisors
Pennsylvania
$556K +$237K +539 +74%
VCM
1218
Violich Capital Management
California
$556K – – –
KCM
1219
Kathmere Capital Management
Pennsylvania
$556K +$557K +1,267 New
HFM
1220
Hartford Funds Management
Pennsylvania
$555K +$284K +645 +104%
GWM
1221
GDS Wealth Management
Texas
$552K -$27.3K -62 -5%
BIC
1222
Beach Investment Counsel
Pennsylvania
$549K – – –
AWA
1223
Arete Wealth Advisors
Illinois
$543K +$544K +1,237 New
AWA
1224
Arkadios Wealth Advisors
Georgia
$541K +$131K +297 +32%
DAS
1225
Diversify Advisory Services
Utah
$540K -$304K -691 -36%