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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1101
FORA Capital
Florida
$295K +$300K +1,324 New
CMF
1102
Counterpoint Mutual Funds
California
$293K +$298K +1,315 New
WA
1103
Wealth Alliance
New York
$293K +$298K +1,315 New
ISWM
1104
Independent Solutions Wealth Management
New York
$293K – – –
FHC
1105
First Heartland Consultants
Missouri
$292K +$297K +1,313 New
HWA
1106
Heartwood Wealth Advisors
Virginia
$292K – – –
BIM
1107
Baldwin Investment Management
Pennsylvania
$291K -$33.5K -148 -10%
SI
1108
Severin Investments
Missouri
$290K -$37.8K -167 -11%
NB
1109
Northwest Bancshares
Pennsylvania
$290K – – –
SA
1110
Sovran Advisors
California
$289K -$5.43K -24 -2%
PPG
1111
Peak Planning Group
Colorado
$289K +$294K +1,298 New
WMN
1112
Wealth Management Nebraska
Nebraska
$288K – – –
LAM
1113
L2 Asset Management
Massachusetts
$288K +$6.11K +27 +2%
SIG
1114
Sargent Investment Group
Maryland
$287K -$46.2K -204 -14%
KFA
1115
Kapstone Financial Advisors
Ohio
$287K – – –
FWCM
1116
Ferguson Wellman Capital Management
Oregon
$287K +$1.13K +5 +0.4%
QL
1117
Quarry LP
New York
$287K +$278K +1,227 +2,045%
SAG
1118
SageView Advisory Group
California
$286K -$905 -4 -0.3%
PCS
1119
Personal CFO Solutions
New Jersey
$285K -$48K -212 -14%
VAF
1120
Values Added Financial
District of Columbia
$282K – – –
FCH
1121
Freestone Capital Holdings
Washington
$282K -$39.8K -176 -12%
AOWM
1122
Asset One Wealth Management
Washington
$280K +$267K +1,181 New
CA
1123
Calton & Associates
Florida
$279K -$178K -787 -39%
OWP
1124
Obermeyer Wealth Partners
Colorado
$278K – – –
LA
1125
Legacy Advisors
Pennsylvania
$278K +$283K +1,250 New