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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
1701
Boston Research & Management
Massachusetts
$898K -$63.8K -1,739 -7%
IRC
1702
Investors Research Corp
Georgia
$898K -$63.8K -1,738 -7%
PFA
1703
Pure Financial Advisors
California
$898K -$42.7K -1,165 -5%
WAS
1704
Wealth Advisory Solutions
Indiana
$896K -$107K -2,914 -11%
CCG
1705
Ceeto Capital Group
Florida
$896K -$48.2K -1,314 -5%
MWM
1706
Mascoma Wealth Management
New Hampshire
$896K +$892K +24,330 New
BWM
1707
BCS Wealth Management
Tennessee
$893K -$56.2K -1,533 -6%
SB
1708
Strategic Blueprint
Georgia
$893K +$170K +4,643 +24%
AIL
1709
AGF Investments LLC
Ontario, Canada
$890K -$304K -8,281 -26%
SXL
1710
Summit X LLC
Missouri
$889K +$880K +23,985 New
BW
1711
Bison Wealth
Georgia
$886K -$23K -627 -3%
CL
1712
Choreo LLC
Illinois
$886K -$18K -492 -2%
KA
1713
Klingman & Associates
New York
$885K +$346K +9,438 +65%
AFP
1714
Ausdal Financial Partners
Iowa
$883K -$77.1K -2,101 -8%
ARMT
1715
Amica Retiree Medical Trust
Rhode Island
$877K -$47.2K -1,286 -5%
NP
1716
NorthRock Partners
Minnesota
$876K -$169K -4,606 -16%
SLWA
1717
San Luis Wealth Advisors
California
$876K +$873K +23,807 New
NL
1718
NVWM LLC
Pennsylvania
$875K -$30.3K -826 -3%
RCA
1719
Ranch Capital Advisors
Florida
$875K -$13.5K -369 -2%
MC
1720
Muhlenkamp & Co
Pennsylvania
$874K -$48.1K -1,311 -5%
BOM
1721
Bank of Marin
California
$873K +$33.4K +911 +4%
EA
1722
Eclectic Associates
California
$873K +$870K +23,714 New
PA
1723
PSI Advisors
Florida
$872K -$45.5K -1,241 -5%
KJHP
1724
K.J. Harrison & Partners
Ontario, Canada
$871K -$71.6K -1,952 -8%
GLA
1725
Great Lakes Advisors
Illinois
$871K -$44.1K -1,202 -5%