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Name Holding Trade Value Shares
Change
Change in
Stake
T
1601
TRUADVICE
Florida
$484K +$404K +34,680 New
SC
1602
Scholtz & Company
Connecticut
$483K +$416K +35,720 New
SFG
1603
Sowa Financial Group
Rhode Island
$481K +$405K +34,800 +4,579%
PPP
1604
Private Portfolio Partners
New Jersey
$480K +$4.65K +400 +1%
FANJ
1605
Financial Architects (New Jersey)
New Jersey
$477K +$31.6K +2,720 +8%
NCP
1606
NexWave Capital Partners
New York
$476K +$477K +41,000 New
SIC
1607
Samalin Investment Counsel
New York
$475K +$38.6K +3,320 +10%
BCA
1608
Bay Colony Advisors
Massachusetts
$475K +$160K +13,720 +64%
CWC
1609
Carolinas Wealth Consulting
North Carolina
$474K +$33.5K +2,880 +9%
RIM
1610
Redwood Investment Management
Arizona
$472K +$14K +1,200 +4%
CIM
1611
Confluence Investment Management
Missouri
$471K
JF
1612
Jump Financial
Illinois
$471K +$405K +34,800 New
KWA
1613
KCS Wealth Advisory
California
$469K -$42.4K -3,640 -10%
Kovitz Investment Group Partners
1614
Kovitz Investment Group Partners
Illinois
$466K +$34.9K +3,000 +10%
SWMG
1615
Signature Wealth Management Group
Georgia
$465K +$400K +34,400 New
TP
1616
Tranquility Partners
Tennessee
$464K +$399K +34,280 New
MSA
1617
Marino Stram & Associates
Massachusetts
$462K -$8.84K -760 -2%
HFP
1618
Holistic Financial Partners
Indiana
$462K +$89.8K +7,720 +29%
FLPIM
1619
F.L. Putnam Investment Management
Massachusetts
$458K -$191K -16,440 -33%
PFG
1620
PAX Financial Group
Texas
$458K -$14.9K -1,280 -4%
BAS
1621
Brown Advisory Securities
Maryland
$457K -$6.05K -520 -2%
FGA
1622
Fortis Group Advisors
New Jersey
$457K +$394K +33,840 New
HCM
1623
Howard Capital Management
Georgia
$456K +$20.5K +1,760 +6%
NIC
1624
Northwest Investment Counselors
Oregon
$452K -$13.5K -1,160 -3%
PFBT
1625
Parkside Financial Bank & Trust
Missouri
$452K -$5.58K -480 -1%