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Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
1651
Financial Partners Capital Management
New York
$261K +$20.5K +120 +8%
WP
1652
WealthSource Partners
California
$260K +$270K +1,582 New
IP
1653
Intellectus Partners
California
$259K -$6.83K -40 -2%
GAG
1654
GM Advisory Group
New York
$259K – – –
SMM
1655
Stadion Money Management
Georgia
$257K – – –
FUBT
1656
First United Bank & Trust
Maryland
$256K -$20.3K -119 -7%
DR
1657
Davis Rea
Ontario, Canada
$256K – – –
DWM
1658
Dorchester Wealth Management
Quebec, Canada
$255K -$4.1K -24 -2%
HCM
1659
Hollencrest Capital Management
California
$255K +$2.39K +14 +0.9%
BW
1660
Biegel & Waller
Maryland
$252K – – –
HHAM
1661
HITE Hedge Asset Management
Massachusetts
$252K – – –
TAM
1662
Todd Asset Management
Kentucky
$252K +$10.2K +60 +4%
EWA
1663
Exencial Wealth Advisors
Oklahoma
$252K +$262K +1,533 New
BCWM
1664
Blue Chip Wealth Management
Florida
$251K -$583K -3,414 -69%
WLIM
1665
White Lighthouse Investment Management
Massachusetts
$251K – – –
EP
1666
Edgestream Partners
New Jersey
$249K -$105K -614 -29%
BJ
1667
Brouwer & Janachowski
California
$249K – – –
ACM
1668
AlphaStar Capital Management
North Carolina
$249K +$40.6K +238 +19%
GHAM
1669
Gilman Hill Asset Management
Connecticut
$248K – – –
DPI
1670
Diversified Portfolios Inc
Michigan
$247K – – –
GIM
1671
Groesbeck Investment Management
New Jersey
$246K – – –
PAS
1672
Partnervest Advisory Services
California
$244K -$186K -1,092 -42%
AP
1673
Atwood & Palmer
Missouri
$244K +$4.95K +29 +2%
GC
1674
Gibson Capital
Pennsylvania
$243K – – –
AAS
1675
Annex Advisory Services
Wisconsin
$242K – – –