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Name Holding Trade Value Shares
Change
Change in
Stake
SG
1151
Strid Group
Pennsylvania
$204K
CFA
1152
Compass Financial Advisors
Indiana
$202K +$215K +1,470 New
BFG
1153
Berger Financial Group
Minnesota
$201K +$213K +1,460 New
CA
1154
Claro Advisors
Massachusetts
$201K +$213K +1,460 New
LA
1155
LexAurum Advisors
Kansas
$200K +$212K +1,450 New
OAM
1156
Occidental Asset Management
California
$200K +$212K +1,450 New
TIM
1157
Tortoise Investment Management
New York
$193K
CT
1158
Cambridge Trust
Massachusetts
$193K +$205K +1,400 New
TFM
1159
TFC Financial Management
Massachusetts
$187K
FPA
1160
First Pacific Advisors
California
$186K
OCM
1161
Orion Capital Management
California
$185K
TFA
1162
Toth Financial Advisory
Virginia
$183K
AWM
1163
Accel Wealth Management
Iowa
$180K
RFA
1164
Reilly Financial Advisors
California
$180K +$39.5K +270 +26%
LFG
1165
Larson Financial Group
Missouri
$172K +$27.8K +190 +18%
BCP
1166
Blue Chip Partners
Michigan
$172K +$36.5K +250 +25%
CFG
1167
CKW Financial Group
Hawaii
$170K
CWM
1168
CarsonAllaria Wealth Management
Illinois
$165K +$175K +1,200 New
IAG
1169
Investmark Advisory Group
Connecticut
$165K +$175K +1,200 New
SBL
1170
Sargent Bickham Lagudis
Colorado
$164K -$32.1K -220 -16%
Loomis, Sayles & Company
1171
Loomis, Sayles & Company
Massachusetts
$164K +$174K +1,190 New
SAM
1172
Storebrand Asset Management
Norway
$163K +$172K +1,180 New
CA
1173
CoreCap Advisors
Michigan
$161K +$171K +1,170 New
KTC
1174
Kistler-Tiffany Companies
Pennsylvania
$157K +$51.1K +350 +44%
MPWT
1175
MassMutual Private Wealth & Trust
Connecticut
$156K +$7.31K +50 +5%