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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2351
Partnership Wealth Management
Maryland
$327K – – –
IA
2352
IFG Advisors
Missouri
$327K -$26.2K -605 -8%
IG
2353
ING Group
Netherlands
$327K -$186K -4,290 -37%
SCM
2354
Sterneck Capital Management
Missouri
$327K -$20.6K -475 -6%
SC
2355
Saturna Capital
Washington
$326K – – –
GPW
2356
Genesis Private Wealth
Virginia
$325K +$50.8K +1,173 +19%
IA
2357
Intellus Advisors
Florida
$325K – – –
CCG
2358
Chatham Capital Group
Georgia
$324K -$107K -2,470 -25%
MAM
2359
Milestone Asset Management
Pennsylvania
$324K -$381K -8,795 -54%
MF
2360
Meridian Financial
Massachusetts
$324K +$3.07K +71 +1%
CPA
2361
Capital Performance Advisors
California
$323K +$61.7K +1,426 +24%
CPA
2362
Clear Point Advisors
New York
$323K -$4.89K -113 -2%
BWG
2363
Beta Wealth Group
California
$323K -$909 -21 -0.3%
BWMG
2364
Barnes Wealth Management Group
California
$323K +$5.71K +132 +2%
PCA
2365
Prosperity Capital Advisors
Ohio
$322K +$42.8K +989 +16%
CFP
2366
Cascade Financial Partners
California
$322K +$10.8K +250 +4%
FIB
2367
First Interstate Bank
Montana
$321K +$317K +7,315 New
NWMG
2368
National Wealth Management Group
Ohio
$321K +$97K +2,240 +44%
TW
2369
TritonPoint Wealth
Maryland
$321K -$3.81K -88 -1%
BWA
2370
Blodgett Wealth Advisors
California
$321K -$15.2K -350 -5%
RPWA
2371
Regent Peak Wealth Advisors
Georgia
$320K +$316K +7,290 New
APA
2372
Astoria Portfolio Advisors
New York
$320K +$60.5K +1,398 +22%
GHA
2373
Granite Harbor Advisors
Texas
$319K +$60.4K +1,395 +24%
AFA
2374
American Financial Advisors
Georgia
$319K -$4.42K -102 -1%
FC
2375
Fairscale Capital
New Hampshire
$319K – – –