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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1201
Knollwood Investment Advisory
Maryland
$225K +$229K +1,011 New
AA
1202
Alta Advisers
United Kingdom
$225K +$229K +1,010 New
CA
1203
Claris Advisors
Missouri
$225K +$229K +1,010 New
JJBC
1204
James J. Burns & Company
New York
$225K +$228K +1,009 New
RFA
1205
Resurgent Financial Advisors
Georgia
$224K +$228K +1,006 New
IP
1206
Investment Partners
Ohio
$224K +$227K +1,004 New
PA
1207
Promethium Advisors
Maryland
$223K +$226K +1,000 New
BDF
1208
Black Diamond Financial
Maryland
$223K +$227K +1,002 New
CIC
1209
Chilton Investment Company
Connecticut
$223K +$226K +1,000 New
GBT
1210
Grove Bank & Trust
Florida
$222K +$226 +1 +0.1%
SW
1211
Simplicity Wealth
New Jersey
$222K +$225K +996 New
USB
1212
Union Savings Bank
Connecticut
$222K
TWIM
1213
TIAA Wealth Investment Management
New York
$221K +$11.1K +49 +5%
AG
1214
Ascent Group
Virginia
$221K +$224K +991 New
PL
1215
Plancorp LLC
Missouri
$219K +$213K +942 New
IAIM
1216
International Assets Investment Management
Florida
$219K -$31.7K -140 -12%
SFP
1217
SwitchPoint Financial Planning
Utah
$218K +$222K +979 New
HIIFS
1218
Harel Insurance Investments & Financial Services
Israel
$217K +$108K +476 +95%
ACG
1219
Allen Capital Group
Nebraska
$217K +$220K +974 New
QWP
1220
Quotient Wealth Partners
Texas
$216K +$219K +968 New
JIC
1221
Joel Isaacson & Co
New York
$215K +$219K +967 New
BIAS
1222
Beacon Investment Advisory Services
New Jersey
$215K
CA
1223
Commerzbank Aktiengesellschaft
Germany
$215K +$218K +965 New
5NPW
1224
55 North Private Wealth
Florida
$215K +$218K +963 New
AF
1225
Advisornet Financial
Minnesota
$214K +$44.4K +196 +26%