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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
1926
Schneider Downs Wealth Management Advisors
Pennsylvania
$396K +$6.2K +253 +2%
DC
1927
Derby & Company
Massachusetts
$392K -$19.8K -810 -5%
LC
1928
Landaas & Company
Wisconsin
$392K +$5.54K +226 +1%
SWA
1929
Sutton Wealth Advisors
Florida
$392K -$63.2K -2,582 -14%
IFS
1930
Ifrah Financial Services
Arkansas
$389K -$26.6K -1,087 -7%
SGS
1931
Sterling Global Strategies
California
$386K -$12.3K -504 -3%
HP
1932
HT Partners
Connecticut
$386K
CWM
1933
Confluence Wealth Management
Oregon
$386K +$21.2K +865 +6%
UCI
1934
Uncommon Cents Investing
Wisconsin
$384K
VST
1935
Van Strum & Towne
California
$380K -$24 -1 -0%
KCM
1936
Kendall Capital Management
Maryland
$380K +$367K +14,994 New
GF
1937
Goodman Financial
Texas
$378K
SFS
1938
Summit Financial Strategies
Ohio
$378K +$29K +1,185 +9%
NFC
1939
Northeast Financial Consultants
Connecticut
$378K +$161K +6,583 +79%
SPI
1940
Santori & Peters Inc
Pennsylvania
$376K +$26.3K +1,072 +8%
CS
1941
Cannell & Spears
New York
$372K
AIM
1942
Aspen Investment Management
Michigan
$371K -$5.41K -221 -1%
RP
1943
Rice Partnership
Hawaii
$368K -$185K -7,566 -34%
B
1944
Brightworth
Georgia
$366K -$2.5K -102 -0.7%
IOOF
1945
Independent Order of Foresters
Ontario, Canada
$366K +$63.2K +2,582 +22%
WA
1946
Wealthstar Advisors
Texas
$365K -$23.4K -955 -6%
MTC
1947
McDaniel Terry & Co
Texas
$364K -$7.32K -299 -2%
HCM
1948
Hudson Capital Management
New Jersey
$364K +$352K +14,355 New
SMFS
1949
Squar Milner Financial Services
California
$363K -$204K -8,338 -37%
TWM
1950
Titus Wealth Management
California
$360K -$93.9K -3,832 -21%