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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
2101
Davidson Trust Company
Washington
$450K -$22.8K -643 -5%
PPCM
2102
Pillar Pacific Capital Management
California
$450K
KF
2103
Krilogy Financial
Missouri
$449K +$10K +283 +2%
SMM
2104
Stadion Money Management
Georgia
$448K -$107K -3,000 -20%
CBFP
2105
Cedar Brook Financial Partners
Ohio
$447K -$180K -5,072 -29%
FBA
2106
Front Barnett Associates
Illinois
$447K
SP
2107
Successful Portfolios
Florida
$447K +$1.24K +35 +0.3%
PWM
2108
Paulson Wealth Management
Illinois
$447K +$15.6K +438 +4%
ESBC
2109
E.S. Barr & Co
Kentucky
$446K -$2.66K -75 -0.6%
JGIA
2110
Jackson Grant Investment Advisers
Connecticut
$446K +$39.2K +1,105 +10%
KWA
2111
KCS Wealth Advisory
California
$445K -$1.85K -52 -0.4%
APA
2112
Allegiant Private Advisors
Florida
$445K +$105K +2,959 +32%
PAM
2113
Premier Asset Management
Illinois
$445K +$132K +3,717 +43%
VWM
2114
Vigilare Wealth Management
Arizona
$444K -$133K -3,755 -23%
CSPIA
2115
Cary Street Partners Investment Advisory
Virginia
$442K -$2.12M -59,649 -83%
GSWM
2116
Golden State Wealth Management
California
$442K -$386K -10,874 -47%
SFG
2117
Sunburst Financial Group
Alabama
$441K +$24.3K +685 +6%
BMM
2118
Buffington Mohr McNeal
Idaho
$440K +$100K +2,819 +30%
SSCA
2119
South Shore Capital Advisors
Massachusetts
$438K +$429K +12,089 New
OBGC
2120
O'Brien Greene & Co
Pennsylvania
$436K
MFG
2121
Menard Financial Group
Texas
$435K -$21.2K -598 -5%
GWI
2122
Grace & White Inc
New York
$435K
PWA
2123
Physician Wealth Advisors
Utah
$435K +$60.4K +1,700 +17%
WAOI
2124
Wealth Advisors of Iowa
Iowa
$435K +$427K +12,014 New
AFC
2125
AFT Forsyth & Company
Florida
$434K