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Name Holding Trade Value Shares
Change
Change in
Stake
T
1951
TRUADVICE
Florida
$411K +$422K +18,901 New
HAS
1952
HBW Advisory Services
California
$410K +$71.1K +3,181 +20%
SIG
1953
Sargent Investment Group
Maryland
$409K -$164K -7,350 -28%
LIA
1954
LBMC Investment Advisors
Tennessee
$409K -$38.5K -1,722 -8%
SCG
1955
Sonata Capital Group
Washington
$408K -$32.6K -1,457 -7%
CWM
1956
Circle Wealth Management
New Jersey
$407K -$229K -10,241 -35%
SIM
1957
SSI Investment Management
California
$406K -$22.5K -1,005 -5%
PFA
1958
Pinnacle Family Advisors
Missouri
$406K +$5.81K +260 +1%
LWCFA
1959
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$405K +$43K +1,926 +11%
AWM
1960
Aberdeen Wealth Management
Illinois
$404K -$391K -17,512 -48%
PFWA
1961
Paces Ferry Wealth Advisors
Georgia
$404K +$420K +18,784 New
CCM
1962
Canal Capital Management
Virginia
$403K -$1.79M -80,310 -81%
REMPR
1963
Roof Eidam Maycock Peralta (REMP)
California
$403K -$1.03M -46,089 -71%
GPA
1964
Garrison Point Advisors
California
$402K +$36.2K +1,622 +10%
SKK
1965
Shepherd Kaplan Krochuk
Massachusetts
$401K
PAM
1966
Peak Asset Management
Colorado
$400K +$16.3K +728 +4%
PIA
1967
Powell Investment Advisors
Florida
$399K -$217K -9,708 -34%
LAS
1968
Lloyd Advisory Services
Georgia
$399K -$21K -941 -5%
GDP
1969
Great Diamond Partners
Maine
$399K -$1.68K -75 -0.4%
BWM
1970
Baystate Wealth Management
Massachusetts
$399K +$153K +6,828 +58%
PFG
1971
Piershale Financial Group
Illinois
$398K +$402 +18 +0.1%
ZF
1972
Zhang Financial
Michigan
$398K +$31K +1,385 +8%
WPIC
1973
White Pine Investment Company
Michigan
$393K -$19K -851 -4%
BFC
1974
Blue Fin Capital
Rhode Island
$393K -$8.45K -378 -2%
HBT
1975
Hills Bank & Trust
Iowa
$392K -$43.3K -1,939 -10%