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Name Holding Trade Value Shares
Change
Change in
Stake
W
1451
WealthShield
North Carolina
$479K +$465K +2,768 New
WP
1452
WealthShield Partners
North Carolina
$479K +$465K +2,768 New
FBFS
1453
First Business Financial Services
Wisconsin
$475K -$56.3K -335 -11%
MWM
1454
Merriman Wealth Management
Washington
$475K +$197K +1,172 +74%
CCB
1455
Cutter & Co Brokerage
Missouri
$472K – – –
BW
1456
Bison Wealth
Georgia
$472K +$36.1K +215 +9%
AP
1457
Atwood & Palmer
Missouri
$470K – – –
EWA
1458
EP Wealth Advisors
California
$470K +$88.7K +528 +24%
EA
1459
Edge Advisors
Georgia
$469K +$8.23K +49 +2%
PG
1460
Patten Group
Tennessee
$469K +$25.9K +154 +6%
GHAM
1461
Gilman Hill Asset Management
Connecticut
$468K -$88.2K -525 -16%
SAM
1462
Strategy Asset Managers
California
$466K – – –
EGA
1463
E&G Advisors
Texas
$465K +$84K +500 +23%
AIA
1464
Arbor Investment Advisors
North Carolina
$464K -$24.2K -144 -5%
PAG
1465
Pinnacle Advisory Group
Maryland
$462K -$19.8K -118 -4%
JC
1466
Jentner Corp
Ohio
$462K +$2.02K +12 +0.5%
UAS
1467
United Asset Strategies
New York
$462K +$140K +833 +45%
LCM
1468
LVM Capital Management
Michigan
$461K – – –
FAB
1469
First American Bank
Illinois
$461K +$450K +2,680 New
PCM
1470
Princeton Capital Management
New Jersey
$460K +$449K +2,675 New
AWA
1471
Arete Wealth Advisors
Illinois
$458K +$446K +2,657 New
EIG
1472
Ellenbecker Investment Group
Wisconsin
$456K +$445K +2,648 New
AAM
1473
Ascension Asset Management
New York
$456K +$445K +2,650 New
GLI
1474
Guardian Life Insurance
New York
$451K +$131K +780 +42%
MG
1475
Mather Group
Illinois
$451K +$440K +2,620 New