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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2351
Birchcreek Wealth Management
Ohio
$660K +$47K +279 +8%
CG
2352
Clifford Group
Massachusetts
$658K +$64.5K +383 +11%
BB
2353
Burford Brothers
Texas
$658K +$10.6K +63 +2%
EAM
2354
Empirical Asset Management
Massachusetts
$657K +$377K +2,242 +64%
RWA
2355
Redhawk Wealth Advisors
Minnesota
$656K +$168 +1 +0%
UCI
2356
Uncommon Cents Investing
Wisconsin
$654K – – –
IFS
2357
Intelligent Financial Strategies
Minnesota
$653K – – –
CIG
2358
Cairn Investment Group
Washington
$653K – – –
LSC
2359
Lesa Sroufe & Co
Washington
$652K – – –
CBT
2360
Central Bank & Trust
Kentucky
$651K -$24.4K -145 -4%
Gradient Investments
2361
Gradient Investments
Minnesota
$651K -$719K -4,270 -53%
MWPCG
2362
Measured Wealth Private Client Group
New Hampshire
$651K -$2.52K -15 -0.4%
HCM
2363
Hutchinson Capital Management
California
$650K -$673 -4 -0.1%
HAFS
2364
Hapanowicz & Associates Financial Services
Pennsylvania
$649K – – –
CFIA
2365
Cantor Fitzgerald Investment Advisors
New York
$649K +$89.6K +532 +17%
DWAM
2366
Duncan Williams Asset Management
Tennessee
$648K +$623K +3,703 New
CFG
2367
Clayton Financial Group
Missouri
$648K +$623K +3,702 New
AWAU
2368
Alliance Wealth Advisors (Utah)
Utah
$648K +$110K +652 +21%
AA
2369
Alta Advisers
United Kingdom
$648K +$33.7K +200 +6%
VPP
2370
Vertex Planning Partners
Illinois
$647K -$97.3K -578 -14%
CPC
2371
Consolidated Planning Corp
Georgia
$646K -$154K -914 -20%
CCIA
2372
Cherry Creek Investment Advisors
Colorado
$645K +$2.86K +17 +0.5%
NAG
2373
Northstar Advisory Group
New Jersey
$645K +$59.4K +353 +11%
BSSFA
2374
Baron Silver Stevens Financial Advisors
Florida
$645K +$58.8K +349 +10%
CWM
2375
Cranbrook Wealth Management
Michigan
$644K +$505 +3 +0.1%