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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
626
Center for Financial Planning
Michigan
$113K +$118K +530 New
GDP
627
Great Diamond Partners
Maine
$111K +$116K +523 New
TL
628
TrueWealth LLC
Georgia
$108K -$5.33K -24 -5%
IA
629
IFP Advisors
Florida
$106K -$127K -572 -53%
AIS
630
Accurate Investment Solutions
Pennsylvania
$106K – – –
CIA
631
CSat Investment Advisory
Michigan
$104K +$30.6K +138 +39%
AA
632
Argent Advisors
Louisiana
$100K +$102K +461 New
AIC
633
Ameritas Investment Company
Nebraska
$97K -$666 -3 -0.7%
GLI
634
Guardian Life Insurance
New York
$93K – – –
SCM
635
Silvant Capital Management
Georgia
$88K – – –
BAM
636
Bellevue Asset Management
Washington
$87K +$91K +410 New
RWA
637
Ropes Wealth Advisors
Massachusetts
$85K -$5.55K -25 -6%
TFA
638
Toth Financial Advisory
Virginia
$85K – – –
HPC
639
HM Payson & Co
Maine
$80K – – –
HRC
640
Hoertkorn Richard Charles
$76K – – –
PVH
641
Psagot Value Holdings
Israel
$76K – – –
PCG
642
Private Capital Group
Connecticut
$75K -$63.2K -285 -44%
MCM
643
Manchester Capital Management
Vermont
$75K – – –
HDIM
644
Hanson & Doremus Investment Management
Vermont
$72K – – –
SSWG
645
Seven Springs Wealth Group
Tennessee
$72K +$75K +338 New
BFC
646
Bedel Financial Consulting
Indiana
$66K – – –
APA
647
American Portfolios Advisors
New York
$65.4K – – –
TF
648
TimeScale Financial
Massachusetts
$65K – – –
ACM
649
Anfield Capital Management
California
$65K +$64.6K +291 New
PCIA
650
Prime Capital Investment Advisors
Kansas
$64K -$2.31M -10,400 -97%