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Name Holding Trade Value Shares
Change
Change in
Stake
AFNAS
1676
American Financial Network Advisory Services
California
$300K -$752K -4,466 -72%
LFG
1677
Larson Financial Group
Missouri
$300K +$505 +3 +0.2%
CA
1678
Claro Advisors
Massachusetts
$299K -$505 -3 -0.2%
EIG
1679
Ellenbecker Investment Group
Wisconsin
$299K +$673 +4 +0.2%
AHC
1680
Adell Harriman & Carpenter
Texas
$298K -$10.1K -60 -3%
PAS
1681
Partnervest Advisory Services
California
$298K +$12.6K +75 +5%
DWM
1682
Dorchester Wealth Management
Quebec, Canada
$298K +$24.6K +146 +9%
1WA
1683
180 Wealth Advisors
Washington
$298K +$41.2K +245 +14%
FL
1684
Fort LP
Maryland
$297K +$82.7K +491 +40%
ABTD
1685
Arvest Bank Trust Division
Oklahoma
$295K -$157K -930 -35%
FPB
1686
First PREMIER Bank
South Dakota
$295K
GC
1687
Gibson Capital
Pennsylvania
$295K
SWM
1688
Shakespeare Wealth Management
Wisconsin
$295K
KMWM
1689
Keudell/Morrison Wealth Management
Oregon
$295K +$286K +1,698 New
NCM
1690
Northstar Capital Management
New York
$294K -$30.1K -179 -10%
BWM
1691
Baystate Wealth Management
Massachusetts
$294K +$1.85K +11 +0.7%
AFA
1692
American Financial Advisors
Georgia
$294K +$2.36K +14 +0.8%
SBA
1693
Secrest Blakey & Associates
North Carolina
$293K -$12.3K -73 -4%
WA
1694
Wambolt & Associates
Colorado
$293K +$34.8K +207 +14%
AAS
1695
Annex Advisory Services
Wisconsin
$292K +$31.8K +189 +13%
EWM
1696
Executive Wealth Management
Michigan
$291K -$34.8K -207 -11%
MCM
1697
McRae Capital Management
New Jersey
$291K -$6.06K -36 -2%
FFG
1698
Frisch Financial Group
New York
$291K +$2.02K +12 +0.7%
DAM
1699
Doheny Asset Management
California
$288K
FBT
1700
First Bank & Trust
South Dakota
$288K