Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1226
Sound Income Strategies
Florida
$477K -$2.76K -7 -0.6%
MWPCG
1227
Measured Wealth Private Client Group
New Hampshire
$477K +$40.6K +103 +10%
AFT
1228
Alpha Family Trust
California
$476K – – –
HSA
1229
HBK Sorce Advisory
Pennsylvania
$475K -$79.7K -202 -15%
APW
1230
Aurora Private Wealth
New Jersey
$472K -$21.7K -55 -5%
SL
1231
SFM LLC
New Hampshire
$472K +$453K +1,149 New
SIS
1232
Strategic Investment Solutions
Illinois
$469K -$22.9M -58,142 -98%
OFG
1233
Oxford Financial Group
Indiana
$467K -$50.1K -127 -10%
Capstone Investment Advisors
1234
Capstone Investment Advisors
New York
$467K +$150K +381 +50%
CFMC
1235
Curbstone Financial Management Corp
New Hampshire
$466K – – –
PWP
1236
Principle Wealth Partners
Connecticut
$466K – – –
CPG
1237
Cornerstone Planning Group
New Jersey
$465K -$3.94K -10 -0.9%
OA
1238
Oracle Alpha
Ontario, Canada
$463K +$445K +1,128 New
TIA
1239
Tiemann Investment Advisors
California
$463K +$28K +71 +7%
WI
1240
WrapManager Inc
California
$462K -$8.28K -21 -2%
SCP
1241
Sivia Capital Partners
California
$461K +$443K +1,123 New
CSIC
1242
Clifford Swan Investment Counsel
California
$459K – – –
NPT
1243
National Philanthropic Trust
Pennsylvania
$459K +$440K +1,117 New
MCCP
1244
Mission Creek Capital Partners
California
$458K -$2.76K -7 -0.6%
IFG
1245
Independent Financial Group
California
$455K +$27.2K +69 +7%
TCMP
1246
Thrive Capital Management (Pennsylvania)
Pennsylvania
$453K -$17K -43 -4%
MI
1247
Motiv8 Investments
Florida
$453K +$435K +1,104 New
AF
1248
Alerus Financial
North Dakota
$451K -$31.5K -80 -7%
LMKC
1249
L.M. Kohn & Company
Ohio
$450K +$164K +416 +61%
HT
1250
Heritage Trust
Oklahoma
$450K -$6.7K -17 -2%