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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
2051
King Wealth Management Group
Florida
$641K +$9.04K +204 +1%
VFP
2052
Verus Financial Partners
Virginia
$637K +$6.73K +152 +1%
LA
2053
Latitude Advisors
Florida
$636K +$332K +7,497 +103%
MA
2054
MBA Advisors
Pennsylvania
$633K +$8.51K +192 +1%
MIP
2055
Marietta Investment Partners
Wisconsin
$633K +$9.3K +210 +1%
CC
2056
Claybrook Capital
Massachusetts
$632K -$3.72M -83,961 -85%
MG
2057
Mather Group
Illinois
$632K -$17.1K -386 -3%
PP
2058
Professional Planning
California
$632K +$6.03K +136 +0.9%
LCM
2059
Leisure Capital Management
California
$630K -$3.54K -80 -0.5%
WA
2060
Wealth Architects
California
$630K +$16.1K +364 +3%
MFM
2061
MD Financial Management
Ontario, Canada
$630K +$125K +2,827 +24%
CAM
2062
Campion Asset Management
Virginia
$628K – – –
SWA
2063
SOA Wealth Advisors
New York
$626K +$89.7K +2,024 +16%
SP
2064
Successful Portfolios
Florida
$625K +$93.4K +2,109 +17%
TC
2065
Truvestments Capital
Florida
$624K +$2.79K +63 +0.4%
CNB
2066
Camden National Bank
Maine
$623K -$4.03K -91 -0.6%
UAML
2067
US Asset Management LLC
Pennsylvania
$622K +$641K +14,464 New
SMH
2068
Sanders Morris Harris
Texas
$621K -$1.17M -26,390 -65%
CHP
2069
Cable Hill Partners
Oregon
$620K – – –
SAM
2070
SignalPoint Asset Management
Missouri
$619K -$21.8K -492 -3%
MHI
2071
Miller Howard Investments
New York
$617K -$165K -3,726 -21%
FG
2072
Foster Group
Iowa
$615K +$133 +3 +0%
AC
2073
Avestar Capital
New York
$614K -$3.9K -88 -0.6%
CPA
2074
Capital Planning Advisors
California
$614K – – –
DSN
2075
D. Scott Neal
Kentucky
$614K +$3.28K +74 +0.5%