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Name Holding Trade Value Shares
Change
Change in
Stake
GRQ
1776
Gardner Russo & Quinn
Pennsylvania
$217K – – –
CP
1777
Camelot Portfolios
Ohio
$217K +$227K +1,365 New
AWMG
1778
Alliance Wealth Management Group
New Jersey
$216K – – –
FIG
1779
FundX Investment Group
California
$216K – – –
VCM
1780
Versant Capital Management
Arizona
$215K -$10.8K -65 -5%
AEPG
1781
American Economic Planning Group
New Jersey
$215K – – –
NFG
1782
Nations Financial Group
Iowa
$214K +$17.3K +104 +8%
TF
1783
TimeScale Financial
Massachusetts
$214K +$223K +1,346 New
IA
1784
Independence Advisors
Pennsylvania
$212K -$13.1K -79 -6%
RBFC
1785
Roman Butler Fullerton & Co
Missouri
$212K +$217K +1,307 New
LWA
1786
Lenox Wealth Advisors
New York
$211K -$7.64K -46 -3%
FNBOH
1787
First National Bank of Hutchinson
Kansas
$211K +$21.4K +129 +11%
RHJA
1788
Rice Hall James & Associates
California
$210K +$19.9K +120 +10%
RFA
1789
Reilly Financial Advisors
California
$209K +$53.9K +325 +33%
BJ
1790
Brouwer & Janachowski
California
$208K -$23.6K -142 -10%
SMM
1791
Stadion Money Management
Georgia
$206K -$25.9K -156 -11%
AW
1792
Alpha Windward
Massachusetts
$205K -$21.1K -127 -9%
AssetMark Inc
1793
AssetMark Inc
California
$205K -$8.96K -54 -4%
AFG
1794
Albion Financial Group
Utah
$205K – – –
EF
1795
Empirical Finance
Pennsylvania
$203K -$21.1K -127 -9%
DWM
1796
Darwin Wealth Management
Florida
$201K +$5.48K +33 +3%
OIA
1797
OneDigital Investment Advisors
Kansas
$201K +$209K +1,261 New
MMG
1798
Monetary Management Group
Missouri
$200K – – –
FNC
1799
First National Corp
Massachusetts
$199K +$207K +1,247 New
HRC
1800
Hoertkorn Richard Charles
$195K – – –