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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1701
BKS Advisors
Michigan
$276K -$7.12K -37 -3%
NWS
1702
Newport Wealth Strategies
California
$276K +$253K +1,316 New
MAA
1703
Matrix Asset Advisors
New York
$275K -$110K -574 -29%
AAS
1704
Annex Advisory Services
Wisconsin
$275K
CISOA
1705
Capital Investment Services of America
Wisconsin
$271K
MMG
1706
Monetary Management Group
Missouri
$271K
PK
1707
Pflug Koory
Nebraska
$271K
MRI
1708
Mad River Investors
Massachusetts
$270K
SS
1709
Sunbelt Securities
Texas
$268K
CPH
1710
C Partners Holding
Switzerland
$268K +$262K +1,363 New
AWMG
1711
Alliance Wealth Management Group
New Jersey
$267K -$261K -1,357 -50%
FIG
1712
FundX Investment Group
California
$267K
CWS
1713
Cypress Wealth Services
California
$267K +$261K +1,357 New
CCM
1714
Carderock Capital Management
Maryland
$266K +$260K +1,351 New
HFM
1715
Hartford Financial Management
Connecticut
$265K
WCM
1716
Wallace Capital Management
Texas
$265K
SFG
1717
StrategIQ Financial Group
Indiana
$263K
SIA
1718
Starfire Investment Advisers
Michigan
$262K -$282K -1,465 -52%
PCM
1719
Pointe Capital Management
Michigan
$262K -$7.89K -41 -3%
IA
1720
Independence Advisors
Pennsylvania
$262K
BC
1721
Brinker Capital
Pennsylvania
$260K -$593K -3,080 -70%
FEG
1722
Financial Enhancement Group
Indiana
$260K
AIS
1723
American Investment Services
Massachusetts
$259K
BFC
1724
Blue Fin Capital
Rhode Island
$259K
CCM
1725
CrestPoint Capital Management
Missouri
$259K