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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2451
Beaird Harris Wealth Management
Texas
$185K -$7.91K -22 -4%
AIM
2452
Acropolis Investment Management
Missouri
$182K – – –
SCA
2453
Sandy Cove Advisors
Massachusetts
$182K +$3.23K +9 +2%
GC
2454
Garde Capital
Washington
$181K +$8.63K +24 +5%
WPA
2455
West Paces Advisors
Georgia
$179K +$24.1K +67 +15%
TAIM
2456
TD Ameritrade Investment Management
Nebraska
$179K +$53.9K +150 +43%
JGIA
2457
Jackson Grant Investment Advisers
Connecticut
$173K – – –
TSW
2458
Thompson Siegel & Walmsley
Virginia
$173K – – –
MWM
2459
Mascoma Wealth Management
New Hampshire
$171K +$110K +307 +180%
SWM
2460
Selective Wealth Management
Virginia
$167K -$90.6K -252 -35%
POIA
2461
Pin Oak Investment Advisors
Texas
$166K – – –
CNBTD
2462
Citizens National Bank Trust Department
Mississippi
$165K – – –
SC
2463
Seldon Capital
California
$162K – – –
AFS
2464
Annapolis Financial Services
Maryland
$161K – – –
OA
2465
Operose Advisors
Wisconsin
$161K +$5.39K +15 +3%
HCA
2466
Harbor Capital Advisors
Illinois
$161K +$162K +450 New
EL
2467
EMFO LLC
Florida
$159K – – –
BC
2468
Burleson & Co
California
$159K +$1.44K +4 +0.9%
M
2469
MOTCO
Texas
$159K +$21.2K +59 +15%
NR
2470
Newfound Research
Massachusetts
$157K +$5.75K +16 +4%
GM
2471
GeoWealth Management
Illinois
$155K -$8.27K -23 -5%
CFD
2472
Creative Financial Designs
Indiana
$151K -$1.08K -3 -0.7%
FFA
2473
Freedman Financial Associates
Massachusetts
$151K – – –
CAGAS
2474
Capital Advisory Group Advisory Services
Minnesota
$150K +$151K +420 New
EARNEST Partners
2475
EARNEST Partners
Georgia
$148K – – –