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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1101
Johanson Financial Advisors
California
$345K +$7.33K +66 +2%
PCG
1102
Private Capital Group
Connecticut
$345K +$139K +1,255 +51%
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$343K +$235K +2,118 +135%
TAM
1104
Tealwood Asset Management
Minnesota
$343K +$409K +3,687 New
RP
1105
Rowlandmiller & Partners
Georgia
$342K +$1.67K +15 +0.4%
MCM
1106
MAI Capital Management
Ohio
$342K +$11.9K +107 +3%
LIM
1107
Leavell Investment Management
Alabama
$339K
GVAG
1108
Great Valley Advisor Group
Delaware
$338K -$61.5K -554 -13%
DP
1109
Dearborn Partners
Illinois
$337K -$432K -3,892 -52%
IFS
1110
Ifrah Financial Services
Arkansas
$335K -$46.5K -419 -10%
KCM
1111
Kendall Capital Management
Maryland
$335K
LWAC
1112
Laurel Wealth Advisors (California)
California
$333K -$485K -4,366 -55%
RGC
1113
Roberts, Glore & Co
Illinois
$332K -$155K -1,395 -28%
ECM
1114
Evergreen Capital Management
Washington
$332K -$89.5K -806 -18%
DLA
1115
Douglas Lane & Associates
New York
$330K -$15K -135 -4%
LSAG
1116
Lake Street Advisors Group
New Hampshire
$330K +$33.2K +299 +9%
SSG
1117
Summit Securities Group
New York
$325K -$3.01M -27,100 -89%
HWMG
1118
Hurlow Wealth Management Group
Indiana
$325K -$3.89K -35 -1%
SWA
1119
Stratos Wealth Advisors
Ohio
$324K +$8.99K +81 +2%
MIP
1120
Marietta Investment Partners
Wisconsin
$323K -$302K -2,722 -44%
WP
1121
WealthSource Partners
California
$323K -$61.1K -550 -14%
CDH
1122
Charles D. Hyman
$321K
EWA
1123
Exencial Wealth Advisors
Oklahoma
$318K -$31K -279 -8%
AA
1124
Argent Advisors
Louisiana
$318K -$3.33K -30 -0.9%
EH
1125
Equitable Holdings
New York
$316K +$125K +1,122 +49%