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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2076
Baystate Wealth Management
Massachusetts
$205K +$150 +1 +0.1%
GC
2077
Gilbert & Cook
Iowa
$205K +$190K +1,271 New
NEGWA
2078
New England Guild Wealth Advisors
Connecticut
$205K +$191K +1,275 New
JG
2079
Jefferies Group
New York
$205K -$1.29M -8,616 -87%
SEIA
2080
Signature Estate & Investment Advisors
California
$204K +$190K +1,269 New
MAM
2081
MMA Asset Management
Pennsylvania
$203K +$189K +1,261 New
PA
2082
Procyon Advisors
Connecticut
$202K +$188K +1,253 New
NCM
2083
Novare Capital Management
North Carolina
$202K +$188K +1,256 New
B
2084
Bridgeworth
Alabama
$201K +$187K +1,247 New
GAG
2085
GM Advisory Group
New York
$201K +$187K +1,249 New
SWA
2086
SOA Wealth Advisors
New York
$200K +$150 +1 +0.1%
LA
2087
Legacy Advisors
Pennsylvania
$200K +$186K +1,241 New
PWP
2088
Personal Wealth Partners
Minnesota
$200K +$186K +1,243 New
PCFFS
2089
Pacific Center for Financial Services
California
$199K -$29K -194 -14%
PFGIA
2090
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$5.39K +36 +3%
BCM
2091
Blume Capital Management
California
$193K – – –
LAM
2092
Lountzis Asset Management
Pennsylvania
$193K – – –
TC
2093
Trust Company
Kansas
$188K +$1.95K +13 +1%
OSNBOA
2094
Old Second National Bank of Aurora
Illinois
$187K -$6.29K -42 -3%
CAL
2095
Capital Advisors Ltd
Ohio
$173K – – –
FEG
2096
Financial Enhancement Group
Indiana
$167K – – –
SFFS
2097
Stonehage Fleming Financial Services
Jersey
$167K +$12.4K +83 +9%
CTB
2098
Country Trust Bank
Illinois
$166K +$7.04K +47 +5%
MLFP
2099
MPS Loria Financial Planners
Illinois
$163K -$3.74K -25 -2%
LWP
2100
Lumature Wealth Partners
Georgia
$162K -$465K -3,108 -76%