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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
426
Walled Lake Planning & Wealth Management
Illinois
$17K
EIP
427
Ellis Investment Partners
Pennsylvania
$16K
CWC
428
Carolinas Wealth Consulting
North Carolina
$15K -$16.4K -200 -50%
CCM
429
Covington Capital Management
California
$15K -$5.42K -66 -25%
FPS
430
Fieldpoint Private Securities
Connecticut
$15K
SIM
431
Sonora Investment Management
Arizona
$15K
SIS
432
Sound Income Strategies
Florida
$15K
Credit Agricole
433
Credit Agricole
France
$15K +$16K +195 New
CPC
434
Consolidated Planning Corp
Georgia
$15K +$16.4K +200 New
GAM
435
Gemmer Asset Management
California
$14K
HFM
436
Harvest Fund Management
China
$14K +$16.3K +198 New
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
PO
438
Private Ocean
California
$12K +$4.35K +53 +53%
AFG
439
Albion Financial Group
Utah
$11K
BWP
440
Baldwin Wealth Partners
Massachusetts
$11K
EW
441
Evoke Wealth
California
$11K
SFP
442
Sterling Financial Planning
New Jersey
$11K
WFA
443
Wells Financial Advisors
Massachusetts
$11K
IFAM
444
Institutional & Family Asset Management
Colorado
$11K +$4.52K +55 +61%
OCM
445
Orion Capital Management
California
$11K +$11.5K +140 New
WTC
446
WhitTier Trust Company
Nevada
$10K
MIFH
447
Migdal Insurance & Financial Holdings
Israel
$10K +$10.4K +127 New
TFA
448
Toth Financial Advisory
Virginia
$10K +$20.5K +250 New
AIM
449
Anchor Investment Management
South Carolina
$9.82K
AWM
450
Avior Wealth Management
Nebraska
$9K