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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
601
Bedel Financial Consulting
Indiana
$31K
HWM
602
Holloway Wealth Management
Florida
$31K
LGWM
603
Litman Gregory Wealth Management
California
$31K
TFS
604
TrustCore Financial Services
Tennessee
$31K +$1.17K +75 +4%
AWM
605
AllSquare Wealth Management
New York
$30K
MMG
606
Monetary Management Group
Missouri
$30K
HGWM
607
Harvest Group Wealth Management
Massachusetts
$29K -$235 -15 -0.8%
SFSG
608
Stearns Financial Services Group
North Carolina
$28K
CB
609
CNB Bank
Pennsylvania
$27K -$18.3K -1,170 -41%
CIAS
610
Capital Investment Advisory Services
North Carolina
$27K
SMG
611
Spectrum Management Group
Indiana
$27K
TC
612
Trust Company
Kansas
$25K
PWP
613
Personal Wealth Partners
Minnesota
$25K +$23.5K +1,500 +5,000%
EIP
614
Ellis Investment Partners
Pennsylvania
$24K
FANJ
615
Financial Architects (New Jersey)
New Jersey
$24K
FAM
616
Fred Alger Management
New York
$24K
LWA
617
Lenox Wealth Advisors
New York
$24K
NCM
618
Northstar Capital Management
New York
$24K
TCM
619
TD Capital Management
Tennessee
$24K
WC
620
Whitnell & Co
Illinois
$24K
MAM
621
Meeder Asset Management
Ohio
$24K +$470 +30 +2%
LWM
622
Lenox Wealth Management
Ohio
$23K
PK
623
Pflug Koory
Nebraska
$23K
SMFG
624
Sumitomo Mitsui Financial Group
Japan
$23K +$21.8K +1,395 New
HPC
625
HM Payson & Co
Maine
$22K -$10.6K -675 -33%