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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1051
Detalus Advisors
Missouri
$202K +$170K +1,380 New
HL
1052
HeadInvest LLC
Maine
$201K +$170K +1,380 New
TFM
1053
TFC Financial Management
Massachusetts
$199K
FPA
1054
First Pacific Advisors
California
$197K +$34.5K +280 +26%
AWM
1055
Accel Wealth Management
Iowa
$191K -$17.3K -140 -10%
SB
1056
Strategic Blueprint
Georgia
$191K +$161K +1,310 New
GWS
1057
Glassman Wealth Services
Virginia
$181K +$14.8K +120 +11%
LFG
1058
Larson Financial Group
Missouri
$177K +$13.6K +110 +10%
CFG
1059
CKW Financial Group
Hawaii
$176K
ADL
1060
Asset Dedication LLC
California
$172K +$83.8K +680 +136%
OSNBOA
1061
Old Second National Bank of Aurora
Illinois
$162K
MPWT
1062
MassMutual Private Wealth & Trust
Connecticut
$162K +$30.8K +250 +29%
RFA
1063
Reilly Financial Advisors
California
$150K -$14.8K -120 -10%
AIC
1064
Archer Investment Corporation
Indiana
$148K +$41.9K +340 +51%
CM
1065
Capula Management
Cayman Islands
$146K -$64.1K -520 -34%
FA
1066
Fortis Advisors
Pennsylvania
$146K
TCOV
1067
Trust Company of Vermont
Vermont
$146K
BCP
1068
Blue Chip Partners
Michigan
$146K +$123K +1,000 New
AWM
1069
Avondale Wealth Management
Texas
$139K
TWA
1070
TCI Wealth Advisors
Arizona
$139K
CT
1071
Caldwell Trust
Florida
$131K +$76.4K +620 +221%
GI
1072
GS Investments
Minnesota
$131K
HH
1073
HWG Holdings
Texas
$130K -$67.8K -550 -38%
SFFS
1074
Stonehage Fleming Financial Services
Jersey
$127K +$86.3K +700 +412%
AP
1075
Arlington Partners
Alabama
$124K -$80.1K -650 -43%