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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2726
BlackDiamond Wealth Management
New York
$423K +$46.9K +452 +16%
BOS
2727
Bank of Stockton
California
$422K
MAM
2728
McLean Asset Management
Virginia
$422K -$10.5K -101 -3%
VFP
2729
Verus Financial Partners
Virginia
$421K -$1.97K -19 -0.5%
HFS
2730
Heritage Financial Services
Massachusetts
$421K +$15.6K +150 +4%
MTC
2731
McDaniel Terry & Co
Texas
$421K -$78.8K -759 -16%
CPRC
2732
Consolidated Portfolio Review Corp
New York
$420K -$61.9K -596 -13%
FCM
2733
Fogel Capital Management
Florida
$420K +$344K +3,318 New
CCM
2734
Crew Capital Management
Ohio
$420K -$2.08K -20 -0.5%
IIM
2735
InTrack Investment Management
Vermont
$419K -$7.37K -71 -2%
HFA
2736
High Falls Advisors
New York
$418K -$2.39K -23 -0.6%
PFP
2737
Paragon Financial Partners
California
$418K +$208 +2 +0.1%
FFA
2738
Fairfield Financial Advisors
Massachusetts
$418K +$250K +2,407 +169%
GWAG
2739
Garrett Wealth Advisory Group
Texas
$417K +$30.1K +290 +8%
FPFS
2740
First Personal Financial Services
North Carolina
$416K
BOCM
2741
Bontempo Ohly Capital Management
Maryland
$415K -$33.7K -325 -8%
CCFM
2742
Clear Creek Financial Management
Washington
$415K -$449K -4,330 -53%
GRQ
2743
Gardner Russo & Quinn
Pennsylvania
$415K -$3.74K -36 -0.9%
TFA
2744
Teamwork Financial Advisors
Texas
$414K -$118K -1,137 -23%
ATIA
2745
American Trust Investment Advisors
New Hampshire
$413K
CWM
2746
Centurion Wealth Management
Virginia
$413K +$6.02K +58 +2%
BWP
2747
Balboa Wealth Partners
Arizona
$412K -$2.39K -23 -0.6%
NEWAS
2748
N.E.W. Advisory Services
Wisconsin
$412K -$33.9K -327 -8%
TIM
2749
Tortoise Investment Management
New York
$411K
ES
2750
ETF Store
Kansas
$410K +$1.97K +19 +0.5%