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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
2476
West Paces Advisors
Georgia
$156K +$26.6K +77 +22%
CFD
2477
Creative Financial Designs
Indiana
$153K -$186K -537 -56%
NR
2478
Newfound Research
Massachusetts
$152K +$36.7K +106 +34%
PO
2479
Private Ocean
California
$151K +$3.46K +10 +2%
GWMIA
2480
Global Wealth Management Investment Advisory
Florida
$150K -$32.9K -95 -19%
SIC
2481
SJS Investment Consulting
Ohio
$149K +$144K +416 New
HIM
2482
Hillsdale Investment Management
Ontario, Canada
$148K -$52.9K -153 -27%
EARNEST Partners
2483
EARNEST Partners
Georgia
$148K – – –
FFA
2484
Freedman Financial Associates
Massachusetts
$148K +$108K +313 +319%
BIA
2485
Bell Investment Advisors
California
$147K +$31.5K +91 +29%
JWM
2486
Janiczek Wealth Management
Colorado
$146K -$4.84K -14 -3%
CAM
2487
CenterStar Asset Management
Illinois
$146K – – –
PCFFS
2488
Pacific Center for Financial Services
California
$145K +$61.9K +179 +80%
SMG
2489
Spectrum Management Group
Indiana
$144K -$110K -317 -44%
HCM
2490
Highlander Capital Management
New Jersey
$144K – – –
PH
2491
Pinnacle Holdings
Oklahoma
$144K – – –
PWMG
2492
Prestige Wealth Management Group
New Jersey
$142K -$74.7K -216 -35%
AWM
2493
Accel Wealth Management
Iowa
$142K +$73.7K +213 +117%
OBWP
2494
O'Brien Wealth Partners
Massachusetts
$140K +$6.22K +18 +5%
AIP
2495
Ahrens Investment Partners
Louisiana
$140K +$135K +390 New
EWM
2496
Endurance Wealth Management
Rhode Island
$139K +$17.3K +50 +15%
M
2497
MOTCO
Texas
$138K – – –
AA
2498
AlphaMark Advisors
Kentucky
$136K +$1.73K +5 +1%
ODG
2499
O'Dell Group
Ohio
$134K – – –
CCA
2500
Column Capital Advisors
Indiana
$131K -$45.3K -131 -26%