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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1701
Successful Portfolios
Florida
$371K -$9.54K -499 -3%
EWM
1702
Empirical Wealth Management
Washington
$371K +$23K +1,205 +7%
FFA
1703
Fragasso Financial Advisors
Pennsylvania
$371K -$746K -39,010 -67%
TFA
1704
Triad Financial Advisors
North Carolina
$370K +$497 +26 +0.1%
RMC
1705
Resources Management Corp
Connecticut
$370K -$87.8K -4,595 -52%
OIM
1706
Oder Investment Management
California
$370K -$26.1K -1,368 -7%
BCMLT
1707
Beacon Capital Management LLC (Tennessee)
Tennessee
$370K -$1.13K -59 -0.3%
AA
1708
Alta Advisers
United Kingdom
$370K
CIA
1709
Cape Investment Advisory
Georgia
$369K +$367K +19,179 New
CCP
1710
Cassia Capital Partners
North Carolina
$369K -$7.78K -407 -2%
CPSAC
1711
Chas P. Smith & Associates (CPS)
Florida
$369K +$2.31K +121 +0.6%
4WM
1712
44 Wealth Management
Oregon
$367K +$103K +5,395 +39%
Cohen & Steers
1713
Cohen & Steers
New York
$367K +$212K +11,102 +140%
FZCM
1714
Flynn Zito Capital Management
New York
$367K -$33.3K -1,743 -8%
SW
1715
SkyOak Wealth
Michigan
$367K -$2.68K -140 -0.7%
KWM
1716
Keebeck Wealth Management
Illinois
$366K -$66.7K -3,490 -16%
JIP
1717
Jaffetilchin Investment Partners
Florida
$366K -$34K -1,781 -9%
HL
1718
HeadInvest LLC
Maine
$365K -$14.5K -759 -4%
AAS
1719
Annex Advisory Services
Wisconsin
$365K -$9.99K -523 -3%
SWP
1720
ShoreHaven Wealth Partners
New Jersey
$364K +$3.46K +181 +1%
NCM
1721
NCM Capital Management
New Jersey
$364K -$7.3K -382 -2%
HWM
1722
Hemington Wealth Management
Virginia
$364K +$2.58K +135 +0.7%
AWAG
1723
ARS Wealth Advisors Group
Florida
$363K +$10.7K +560 +3%
TPWM
1724
Twelve Points Wealth Management
Massachusetts
$363K +$9.79K +512 +3%
TPWA
1725
TRUE Private Wealth Advisors
Oregon
$362K -$8.31K -435 -2%