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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2826
Howe & Rusling
New York
$426K +$76.8K +255 +23%
BAM
2827
Bellevue Asset Management
Washington
$426K – – –
APW
2828
Aurora Private Wealth
New Jersey
$426K -$141K -467 -26%
ACP
2829
Aviance Capital Partners
Florida
$425K +$13.9K +46 +4%
SSW
2830
Smith Shellnut Wilson
Mississippi
$424K – – –
TCFP
2831
Treasure Coast Financial Planning
Florida
$424K – – –
WFA
2832
West Financial Advisors
Iowa
$423K +$17.5K +58 +5%
KFS
2833
Kelly Financial Services
Massachusetts
$423K +$10.5K +35 +3%
YWM
2834
Yoder Wealth Management
California
$422K +$59K +196 +17%
GP
2835
Guardian Partners
Canada
$422K – – –
PWA
2836
Prairie Wealth Advisors
Nebraska
$422K -$93.1K -309 -19%
JA
2837
JVL Associates
Michigan
$422K +$3.31K +11 +0.8%
TM
2838
TigerOak Management
New Mexico
$422K +$8.13K +27 +2%
SC
2839
Searle & Co
Connecticut
$421K – – –
JPLA
2840
Joseph P. Lucia & Associates
New York
$420K -$119K -395 -23%
MWM
2841
Meritas Wealth Management
California
$419K -$603 -2 -0.2%
MAM
2842
McCarthy Asset Management
California
$419K – – –
IJWM
2843
Inman Jager Wealth Management
Mississippi
$419K +$4.52K +15 +1%
MLFP
2844
MPS Loria Financial Planners
Illinois
$418K -$66K -219 -14%
CAM
2845
Congress Asset Management
Massachusetts
$418K +$30.1K +100 +8%
SPWG
2846
Sage Private Wealth Group
Illinois
$417K -$53.6K -178 -12%
SFG
2847
Sunburst Financial Group
Alabama
$417K +$33.7K +112 +9%
AIC
2848
Archer Investment Corporation
Indiana
$416K +$8.74K +29 +2%
LFG
2849
Lazard Frères Gestion
France
$416K – – –
AMM
2850
American Money Management
California
$416K +$45.2K +150 +13%
112 113
114
115 116