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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1501
Willner & Heller
California
$413K -$13.8K -806 -3%
IFS
1502
Ifrah Financial Services
Arkansas
$411K +$399K +23,342 New
MSWM
1503
McGlone Suttner Wealth Management
Wisconsin
$410K +$47.9K +2,806 +14%
AAM
1504
Auxier Asset Management
Oregon
$410K -$40K -2,344 -9%
BWM
1505
BCGM Wealth Management
Indiana
$410K -$2.44K -143 -0.6%
TFA
1506
Teamwork Financial Advisors
Texas
$409K +$17K +996 +4%
WDA
1507
Wendell David Associates
New Hampshire
$409K -$3.42K -200 -0.9%
GFG
1508
Goldstone Financial Group
Illinois
$408K -$154 -9 -0%
CWC
1509
Carolinas Wealth Consulting
North Carolina
$407K -$59.8K -3,501 -13%
FNT
1510
First Nebraska Trust
Nebraska
$407K -$9.73K -570 -2%
CVA
1511
Central Valley Advisors
California
$406K +$15.6K +911 +4%
BFA
1512
Bragg Financial Advisors
North Carolina
$406K -$66.9K -3,920 -15%
ACP
1513
Aviance Capital Partners
Florida
$406K +$27.2K +1,595 +7%
CWM
1514
Congress Wealth Management
Massachusetts
$405K -$243K -14,222 -38%
RW
1515
Rede Wealth
Virginia
$405K -$2.65K -155 -0.7%
RSWM
1516
Robertson Stephens Wealth Management
California
$405K -$84.2K -4,930 -18%
HG
1517
Harbor Group
New Hampshire
$404K -$410 -24 -0.1%
FCA
1518
FLC Capital Advisors
California
$403K -$51.7K -3,028 -12%
KFA
1519
Kelleher Financial Advisors
New York
$403K +$22.7K +1,332 +6%
WCM
1520
Washington Capital Management
Washington
$402K -$29.6K -1,732 -7%
SC
1521
Syon Capital
California
$401K +$105K +6,145 +37%
SLC
1522
Second Line Capital
Louisiana
$401K -$8.5K -498 -2%
CAAM
1523
Cornerstone Advisors Asset Management
Pennsylvania
$400K
CIC
1524
Crawford Investment Counsel
Georgia
$400K -$307 -18 -0.1%
GJIA
1525
Glass Jacobson Investment Advisors
Maryland
$400K -$28K -1,642 -7%