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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
1701
Platform Technology Partners
New York
$362K -$16.4K -822 -5%
KPWG
1702
KFA Private Wealth Group
Virginia
$362K +$327K +16,432 New
FCM
1703
Firestone Capital Management
Florida
$361K +$39.8K +2,000 +14%
CA
1704
CapWealth Advisors
Tennessee
$361K -$9.75K -490 -3%
RHDIC
1705
R.H. Dinel Investment Counsel
California
$361K – – –
WCM
1706
Windsor Capital Management
Arizona
$361K +$99.5K +5,000 +44%
ClearBridge Investments
1707
ClearBridge Investments
New York
$359K – – –
SWMG
1708
Sard Wealth Management Group
Georgia
$359K -$70.8K -3,559 -18%
OFS
1709
Orrstown Financial Services
Pennsylvania
$359K +$325K +16,310 New
Foster Group
1710
Foster Group
Iowa
$359K -$113K -5,692 -26%
BIP Wealth
1711
BIP Wealth
Georgia
$358K -$54.2K -2,722 -14%
OC
1712
Opinicus Capital
Florida
$356K -$22.9K -1,152 -7%
CWM
1713
C2C Wealth Management
Arizona
$356K – – –
BBA
1714
Baader Bank Aktiengesellschaft
Germany
$356K -$176K -8,838 -33%
WI
1715
Wedgewood Investors
Pennsylvania
$355K +$1.33K +67 +0.4%
BI
1716
Ballast Inc
Kentucky
$355K -$15.5K -779 -5%
FCFC
1717
First Commonwealth Financial Corp
Pennsylvania
$355K -$71.5K -3,594 -18%
Financial Engines Advisors
1718
Financial Engines Advisors
California
$355K -$193K -9,717 -38%
RMAM
1719
Raab & Moskowitz Asset Management
New Jersey
$354K +$20 +1 +0%
NAS
1720
NWF Advisory Services
California
$353K +$15.1K +759 +5%
SN
1721
Sittner & Nelson
Oregon
$353K +$93.5K +4,700 +41%
TIA
1722
Tiemann Investment Advisors
California
$353K -$8.95K -450 -3%
Annex Advisory Services
1723
Annex Advisory Services
Wisconsin
$353K +$31K +1,557 +11%
MWP
1724
Madison Wealth Partners
Wisconsin
$352K -$98.6K -4,955 -24%
WW
1725
Waterfront Wealth
Kansas
$352K -$6.17K -310 -2%