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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2051
Professional Planning
California
$682K -$312K -5,444 -31%
Cohen & Steers
2052
Cohen & Steers
New York
$681K – – –
BA
2053
Ballast Advisors
Minnesota
$680K -$12.9K -225 -2%
PFBT
2054
Parkside Financial Bank & Trust
Missouri
$678K -$3.1K -54 -0.4%
WA
2055
Wealth Architects
California
$678K +$63.9K +1,113 +10%
TCM
2056
Tradewinds Capital Management
Washington
$676K +$264K +4,602 +62%
FA
2057
Fermata Advisors
California
$673K +$689K +12,011 New
LB
2058
Legacy Bridge
Iowa
$672K -$73.3K -1,278 -10%
BWM
2059
BT Wealth Management
Georgia
$672K – – –
NME
2060
Notis-McConarty Edward
$671K -$79.7K -1,388 -10%
BFS
2061
Bickling Financial Services
Massachusetts
$671K +$13.4K +233 +2%
IRC
2062
Investors Research Corp
Georgia
$670K +$5.74K +100 +0.8%
DPI
2063
Diversified Portfolios Inc
Michigan
$670K +$187K +3,261 +37%
AWM
2064
Affinity Wealth Management
Delaware
$669K – – –
AAP
2065
Arax Advisory Partners
Colorado
$669K +$685K +11,941 New
CFG
2066
Cooper Financial Group
California
$667K +$101K +1,764 +17%
MPW
2067
Monterey Private Wealth
California
$667K +$340K +5,933 +99%
HCM
2068
Harvey Capital Management
Florida
$666K +$287K +5,000 +72%
AIM
2069
Alhambra Investment Management
Florida
$664K -$6.66K -116 -1%
RF
2070
Rollins Financial
Georgia
$664K +$387K +6,743 +132%
SCG
2071
Sonata Capital Group
Washington
$663K – – –
ST
2072
Somerset Trust
Pennsylvania
$663K +$2.93K +51 +0.4%
EAM
2073
Evanson Asset Management
California
$660K +$5.11K +89 +0.8%
CCM
2074
Canal Capital Management
Virginia
$658K -$287 -5 -0%
HCP
2075
Hexagon Capital Partners
Arkansas
$655K -$3.04K -53 -0.5%