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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1001
Sagespring Wealth Partners
Tennessee
$394K +$394K +5,148 New
IA
1002
IFG Advisory
Georgia
$391K +$391K +5,114 New
CI
1003
Cigna Investments
Connecticut
$391K
WA
1004
Waddell & Associates
Tennessee
$391K
CCB
1005
Country Club Bank
Missouri
$391K -$919 -12 -0.2%
BHIA
1006
Birch Hill Investment Advisors
Massachusetts
$390K -$7.5K -98 -2%
C
1007
Certuity
Florida
$389K +$80.5K +1,052 +26%
CIS
1008
Custom Index Systems
New York
$387K -$3.83K -50 -1%
SQA
1009
Simon Quick Advisors
New Jersey
$387K +$89.6K +1,170 +30%
SPFA
1010
Summit Place Financial Advisors
New Jersey
$386K -$68.6K -896 -15%
SFWC
1011
Strategic Family Wealth Counselors
New Jersey
$386K +$24.3K +317 +7%
SFG
1012
SevenBridge Financial Group
Pennsylvania
$385K
PWM
1013
Partnership Wealth Management
Maryland
$382K
MCM
1014
Manchester Capital Management
Vermont
$380K +$7.73K +101 +2%
VFA
1015
Valeo Financial Advisors
Indiana
$379K -$23.7K -310 -6%
SWM
1016
SeaCrest Wealth Management
New York
$379K +$7.04K +92 +2%
CIA
1017
Choate Investment Advisors
Massachusetts
$378K +$27.4K +358 +8%
CIA
1018
Compass Ion Advisors
Pennsylvania
$377K
MIA
1019
MeadowBrook Investment Advisors
Michigan
$377K
MA
1020
MKT Advisors
California
$377K
GLA
1021
Good Life Advisors
Pennsylvania
$376K -$63.8K -833 -14%
PCG
1022
PFC Capital Group
California
$374K -$76.6K -1,000 -17%
BIM
1023
Baldwin Investment Management
Pennsylvania
$373K -$56.3K -735 -13%
HWMG
1024
Hurlow Wealth Management Group
Indiana
$372K +$153 +2 +0%
CF
1025
Canoe Financial
Alberta, Canada
$368K +$331K +4,326 +881%