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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1726
Lenox Wealth Advisors
New York
$205K
TI
1727
Truehand Inc
New Hampshire
$205K
AIA
1728
Alera Investment Advisors
Illinois
$205K +$208K +1,490 New
AAM
1729
AMI Asset Management
California
$205K +$209K +1,494 New
SWM
1730
Shakespeare Wealth Management
Wisconsin
$204K -$30.1K -215 -13%
CF
1731
Centaurus Financial
California
$204K -$27.1K -194 -12%
SNBOSD
1732
Security National Bank of So Dak
Iowa
$203K -$8.39K -60 -4%
ABTD
1733
Arvest Bank Trust Division
Oklahoma
$203K
BW
1734
Biegel & Waller
Maryland
$203K
Rafferty Asset Management
1735
Rafferty Asset Management
New York
$202K -$9.65K -69 -4%
IFS
1736
Ifrah Financial Services
Arkansas
$202K
JC
1737
Jentner Corp
Ohio
$202K +$419 +3 +0.2%
PV
1738
Private Vista
Illinois
$202K +$9.93K +71 +5%
CIA
1739
CSat Investment Advisory
Michigan
$202K +$28.2K +202 +16%
FHC
1740
First Heartland Consultants
Missouri
$200K -$185K -1,324 -48%
AP
1741
Atwood & Palmer
Missouri
$200K
AP
1742
Arlington Partners
Alabama
$199K -$831K -5,945 -80%
PK
1743
Pflug Koory
Nebraska
$197K +$5.73K +41 +3%
SWA
1744
Sutton Wealth Advisors
Florida
$197K +$31.2K +223 +18%
LB
1745
Legacy Bridge
Iowa
$196K
OIA
1746
Optimum Investment Advisors
Illinois
$192K
FCA
1747
FinTrust Capital Advisors
South Carolina
$188K -$54.1K -387 -22%
TF
1748
TimeScale Financial
Massachusetts
$185K
TCM
1749
Tradewinds Capital Management
Washington
$184K -$4.61K -33 -2%
CT
1750
Clearstead Trust
Maine
$181K