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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1726
LifePlan Financial Group
Ohio
$426K
TCM
1727
Texan Capital Management
Texas
$424K +$420K +13,745 New
VSWA
1728
Vontobel Swiss Wealth Advisors
Switzerland
$422K -$223K -7,294 -35%
FI
1729
FormulaFolio Investments
Michigan
$421K +$163K +5,347 +64%
OWP
1730
Obermeyer Wealth Partners
Colorado
$420K -$36K -1,179 -8%
SLT
1731
St Louis Trust
Missouri
$418K -$9.65K -316 -2%
FA
1732
FCG Advisors
New Jersey
$413K -$127K -4,152 -24%
CHA
1733
Cedar Hill Associates
Illinois
$413K +$10.3K +336 +3%
BWP
1734
BSW Wealth Partners
Colorado
$413K +$395K +12,944 +2,896%
RMA
1735
Roffman Miller Associates
Pennsylvania
$412K +$36.7K +1,202 +10%
BMCM
1736
Bryn Mawr Capital Management
Pennsylvania
$410K +$406K +13,311 New
MCM
1737
McRae Capital Management
New Jersey
$409K -$9.19K -301 -2%
CAM
1738
Concorde Asset Management
Michigan
$408K -$602K -19,716 -60%
TC
1739
Trust Company
Kansas
$408K +$11.2K +367 +3%
PFO
1740
Pathstone Family Office
New Jersey
$405K +$329K +10,781 +457%
RSA
1741
Robertson Stephens Advisors
California
$401K +$397K +13,014 New
KLI
1742
Kelman-Lazarov Inc
Tennessee
$398K -$137K -4,503 -26%
TCM
1743
Telos Capital Management
California
$398K +$28.2K +923 +8%
RAM
1744
Redmond Asset Management
Virginia
$398K +$394K +12,916 New
WOC
1745
West Oak Capital
California
$398K -$3.24K -106 -0.8%
PWSG
1746
Pacific Wealth Strategies Group
California
$394K +$390K +12,783 New
CG
1747
Corundum Group
Colorado
$393K
NSB
1748
Norway Savings Bank
Maine
$393K +$389K +12,741 New
FVP
1749
Firefly Value Partners
Pennsylvania
$391K +$387K +12,674 New
AAP
1750
Ardsley Advisory Partners
Connecticut
$390K -$322K -10,540 -45%