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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1026
Progressive Investment Management
Oregon
$805K -$3.7K -24 -0.5%
UAS
1027
United Asset Strategies
New York
$805K -$15.9K -103 -2%
MEG
1028
Millstone Evans Group
Colorado
$804K
CAM
1029
Cozad Asset Management
Illinois
$803K
SDIC
1030
South Dakota Investment Council
South Dakota
$802K -$177K -1,150 -18%
PL
1031
Plancorp LLC
Missouri
$798K +$6.48K +42 +0.8%
PP
1032
PDS Planning
Ohio
$797K +$16.8K +109 +2%
MSFS
1033
Main Street Financial Solutions
Pennsylvania
$796K +$50.1K +325 +7%
NWA
1034
New World Advisors
Massachusetts
$795K +$92.7K +601 +13%
DSC
1035
Duncker Streett & Co
Missouri
$794K +$308 +2 +0%
MGWM
1036
Marks Group Wealth Management
Minnesota
$792K -$12.3K -80 -2%
AGP
1037
Autumn Glory Partners
Texas
$792K +$154 +1 +0%
CCA
1038
Checchi Capital Advisers
California
$792K -$89.3K -579 -10%
FLPIM
1039
F.L. Putnam Investment Management
Massachusetts
$790K -$21.9K -142 -3%
IA
1040
IFP Advisors
Florida
$789K -$415K -2,694 -35%
SCA
1041
St. Clair Advisors
Ohio
$788K
IAMOG
1042
Investors Asset Management of Georgia
Georgia
$786K -$40.1K -260 -5%
NHT
1043
New Hampshire Trust
New Hampshire
$785K
RC
1044
Roundview Capital
New Jersey
$784K
TT
1045
TI-Trust
Illinois
$782K -$771 -5 -0.1%
LSIA
1046
LaSalle St. Investment Advisors
Illinois
$782K +$325K +2,109 +72%
SC
1047
Syon Capital
California
$779K +$14.8K +96 +2%
AMCA
1048
Arthur M. Cohen & Associates
Illinois
$776K
DW30
1049
Drucker Wealth 3.0
New Jersey
$774K +$160K +1,035 +26%
AWC
1050
Adamsbrown Wealth Consultants
Kansas
$772K +$1.85K +12 +0.2%