Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1726
Selective Wealth Management
Virginia
$313K – – –
ClearBridge Investments
1727
ClearBridge Investments
New York
$312K -$891K -51,236 -76%
AIA
1728
Alera Investment Advisors
Illinois
$312K +$284K +16,326 New
PP
1729
Patten & Patten
Tennessee
$312K – – –
PP
1730
Paloma Partners
Connecticut
$311K +$178K +10,262 +170%
BTIM
1731
BancFirst Trust & Investment Management
Oklahoma
$311K +$23.6K +1,358 +9%
MWM
1732
Massachusetts Wealth Management
Massachusetts
$311K -$54.5K -3,132 -16%
GWP
1733
Gateway Wealth Partners
Wisconsin
$310K -$49.1K -2,825 -15%
AWA
1734
Arbor Wealth Advisors
Michigan
$309K – – –
CGH
1735
CMG Global Holdings
Texas
$308K -$65K -3,739 -19%
BFC
1736
Bedel Financial Consulting
Indiana
$308K +$9.22K +530 +3%
DF
1737
Dunhill Financial
United Kingdom
$308K +$242K +13,922 +2,217%
WW
1738
Waterfront Wealth
Kansas
$308K +$226 +13 +0.1%
TWP
1739
Tempus Wealth Planning
California
$308K +$30.6K +1,761 +12%
AWM
1740
Avaii Wealth Management
Wisconsin
$307K -$5.79K -333 -2%
WI
1741
Wedgewood Investors
Pennsylvania
$307K +$280K +16,082 New
RMAM
1742
Raab & Moskowitz Asset Management
New Jersey
$307K -$31.2K -1,793 -10%
FL
1743
Fort LP
Maryland
$307K +$15.4K +883 +6%
CIA
1744
Compass Ion Advisors
Pennsylvania
$306K – – –
CAM
1745
Costello Asset Management
Pennsylvania
$306K +$53.6K +3,082 +24%
BWM
1746
BKM Wealth Management
Wisconsin
$306K +$120K +6,894 +120%
HPM
1747
Hoxton Planning & Management
West Virginia
$306K +$4.1K +236 +1%
GPFA
1748
Game Plan Financial Advisors
Ohio
$305K +$276K +15,900 +28,909%
SPWG
1749
Syntegra Private Wealth Group
Missouri
$305K -$20.8K -1,199 -7%
HCP
1750
Hardin Capital Partners
South Carolina
$304K +$276K +15,897 New