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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
1101
WhitTier Trust Company
Nevada
$292K -$79.4K -961 -19%
SFWC
1102
Strategic Family Wealth Counselors
New Jersey
$291K -$2.07K -25 -0.6%
SWM
1103
Salvus Wealth Management
New Jersey
$290K -$45.7K -553 -12%
AIM
1104
Anchor Investment Management
South Carolina
$289K +$101K +1,225 +43%
HBFP
1105
Henderson Brothers Financial Partners
Pennsylvania
$288K +$334K +4,040 New
FA
1106
FDx Advisors
Illinois
$288K -$1.82K -22 -0.5%
VIP
1107
Viewpoint Investment Partners
Alberta, Canada
$287K +$124K +1,500 +38%
TT
1108
TI-Trust
Illinois
$287K
CT
1109
Chicago Trust
Illinois
$285K -$83.3K -1,008 -20%
FHA
1110
Flagship Harbor Advisors
Massachusetts
$285K +$17.5K +212 +6%
BWA
1111
BlueChip Wealth Advisors
Georgia
$285K
BCFD
1112
Boit C.F. David
$285K
GIA
1113
Gladstone Institutional Advisory
Florida
$285K +$413 +5 +0.1%
BMWM
1114
Brown Miller Wealth Management
Virginia
$285K
5SA
1115
5th Street Advisors
Connecticut
$285K
BAM
1116
Brave Asset Management
New Jersey
$282K +$27.4K +332 +9%
WAG
1117
Winthrop Advisory Group
Massachusetts
$282K +$1.07K +13 +0.3%
CIA
1118
Compass Ion Advisors
Pennsylvania
$281K
LFAS
1119
Level Four Advisory Services
Texas
$280K -$22.4K -271 -6%
TCM
1120
Traub Capital Management
Massachusetts
$279K -$134K -1,620 -29%
MC
1121
Mathes Company
New York
$278K
VFA
1122
Valeo Financial Advisors
Indiana
$278K -$51.1K -618 -14%
CG
1123
Caprock Group
Idaho
$277K -$459K -5,553 -59%
NAM
1124
NorthCrest Asset Manangement
Minnesota
$277K -$45.1K -545 -12%
AB
1125
Atlas Brown
Kentucky
$275K +$827 +10 +0.3%