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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1701
Halbert Hargrove Global Advisors
California
$223K -$6.14K -36 -3%
AWMG
1702
Alliance Wealth Management Group
New Jersey
$223K – – –
FIG
1703
FundX Investment Group
California
$223K – – –
TCM
1704
Towercrest Capital Management
Pennsylvania
$223K +$231K +1,356 New
SCP
1705
Seizert Capital Partners
Michigan
$222K – – –
CAN
1706
Claraphi Advisory Network
United States
$222K +$14.8K +87 +7%
PP
1707
Pegasus Partners
Wisconsin
$221K -$20.3K -119 -8%
RA
1708
Rational Advisors
New York
$221K -$4.95K -29 -2%
CPH
1709
C Partners Holding
Switzerland
$221K +$48.3K +283 +27%
HCA
1710
Harbour Capital Advisors
Virginia
$220K -$45.1K -264 -16%
LC
1711
LCNB Corp
Ohio
$220K -$20.5K -120 -8%
BA
1712
BKS Advisors
Michigan
$220K -$10.2K -60 -4%
CAGAS
1713
Capital Advisory Group Advisory Services
Minnesota
$220K +$6.14K +36 +3%
CCM
1714
CWH Capital Management
Washington
$220K +$229K +1,340 New
IA
1715
Independence Advisors
Pennsylvania
$219K -$7.51K -44 -3%
STA
1716
Summit Trail Advisors
New York
$218K -$368K -2,154 -62%
FEG
1717
Financial Enhancement Group
Indiana
$217K – – –
JSA
1718
Jacobson & Schmitt Advisors
Wisconsin
$217K – – –
AssetMark Inc
1719
AssetMark Inc
California
$217K +$7.51K +44 +3%
AIS
1720
American Investment Services
Massachusetts
$216K – – –
BFC
1721
Blue Fin Capital
Rhode Island
$216K – – –
BFM
1722
Boothbay Fund Management
New York
$216K +$225K +1,316 New
AFG
1723
Albion Financial Group
Utah
$212K – – –
SMG
1724
Spectrum Management Group
Indiana
$209K -$1.28M -7,502 -86%
DWM
1725
Destination Wealth Management
California
$209K -$166K -973 -43%