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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1301
Wealthcare Advisory Partners
Pennsylvania
$308K -$46.4K -1,090 -14%
AAP
1302
Arax Advisory Partners
Colorado
$308K
CT
1303
Cambridge Trust
Massachusetts
$308K +$5.96K +140 +2%
IF
1304
Intrua Financial
Texas
$308K +$272K +6,400 New
SQA
1305
Simon Quick Advisors
New Jersey
$305K -$38.7K -910 -12%
TWM
1306
Titus Wealth Management
California
$305K +$4.26K +100 +2%
IDA
1307
Intelligence Driven Advisers
California
$305K +$9.79K +230 +4%
FLII
1308
First Long Island Investors
New York
$304K -$14.9K -350 -5%
PFG
1309
PAX Financial Group
Texas
$303K +$61.3K +1,440 +28%
WP
1310
WealthPLAN Partners
Nebraska
$302K -$7.24K -170 -3%
IC
1311
Intersect Capital
California
$301K +$24.7K +580 +10%
TGAM
1312
TBH Global Asset Management
Tennessee
$300K -$19.6K -460 -7%
CAM
1313
Close Asset Management
United Kingdom
$300K +$11.9K +280 +4%
BFWA
1314
Benchmark Financial Wealth Advisors
Florida
$300K +$34.5K +810 +14%
AI
1315
Accredited Investors
Minnesota
$299K -$42.6K -1,000 -13%
EHWM
1316
Eads & Heald Wealth Management
Georgia
$299K +$280K +6,570 New
SHGA
1317
Sand Hill Global Advisors
California
$298K +$3.83K +90 +1%
SCM
1318
Stonebridge Capital Management
California
$296K -$162K -3,800 -38%
GFS
1319
GYL Financial Synergies
Connecticut
$296K -$143K -3,360 -34%
KBFS
1320
Kohmann Bosshard Financial Services
Ohio
$296K
WA
1321
Wealth Alliance
New York
$296K +$426 +10 +0.2%
MAM
1322
Morse Asset Management
Connecticut
$294K +$275K +6,450 New
BCM
1323
Bienville Capital Management
New York
$293K -$117K -2,760 -30%
BST
1324
Bath Savings Trust
Maine
$293K
CFFP
1325
Center for Financial Planning
Michigan
$291K