Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
2101
Van Hulzen Asset Management
California
$549K -$72.1K -1,555 -12%
PFM
2102
Peak Financial Management
Massachusetts
$548K +$49.6K +1,070 +11%
HWA
2103
HCR Wealth Advisors
California
$547K -$17.1K -369 -3%
BCA
2104
Bay Colony Advisors
Massachusetts
$547K -$224K -4,837 -31%
DWM
2105
Drive Wealth Management
Utah
$546K +$17.4K +376 +4%
CT
2106
Coastline Trust
Rhode Island
$545K +$14.7K +317 +3%
RK
2107
Rather & Kittrell
Tennessee
$544K -$1.07K -23 -0.2%
AIIMS
2108
Analyst IMS Investment Management Services
Israel
$544K +$502K +10,840 New
CHAM
2109
Clear Harbor Asset Management
Connecticut
$543K -$14.6K -316 -3%
KA
2110
Kooman & Associates
Pennsylvania
$540K +$63.6K +1,372 +15%
SFWC
2111
Strategic Family Wealth Counselors
New Jersey
$539K -$73.9K -1,594 -13%
MQWP
2112
Morey & Quinn Wealth Partners
Nebraska
$538K -$26.1K -564 -5%
PWM
2113
Purus Wealth Management
California
$538K -$80.5K -1,737 -14%
TA
2114
TFB Advisors
Kansas
$537K -$321K -6,929 -39%
SRA
2115
Secured Retirement Advisors
Minnesota
$537K +$27K +582 +6%
SCM
2116
Silvant Capital Management
Georgia
$536K – – –
SFS
2117
Security Financial Services
Indiana
$536K -$13.3K -287 -3%
DBIA
2118
Dumont & Blake Investment Advisors
New Jersey
$536K -$36K -777 -7%
WHC
2119
Wulff, Hansen & Co
California
$536K – – –
RIA
2120
Realta Investment Advisors
Delaware
$536K -$8.11K -175 -2%
SP
2121
Symmetry Partners
Connecticut
$535K +$216K +4,655 +78%
OE
2122
OFS Enterprise
Nebraska
$535K +$493K +10,648 New
SIM
2123
Stratos Investment Management
Ohio
$534K +$83.1K +1,794 +20%
MWM
2124
Marietta Wealth Management
Georgia
$534K +$493K +10,635 New
GHA
2125
Good Harbor Advisors
Massachusetts
$533K -$14.4K -310 -3%