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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
701
Goodman Advisory Group
Massachusetts
$395K +$410K +2,981 New
PCS
702
Personal CFO Solutions
New Jersey
$394K -$38.4K -279 -9%
ICM
703
IMS Capital Management
Oregon
$394K -$20.6K -150 -5%
GVAG
704
Great Valley Advisor Group
Delaware
$389K -$2.06K -15 -0.5%
SIA
705
Schechter Investment Advisors
Michigan
$388K +$8.53K +62 +2%
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$388K -$128K -927 -24%
GIA
707
GHP Investment Advisors
Colorado
$388K +$688 +5 +0.2%
KWA
708
Kingswood Wealth Advisors
California
$386K +$51.8K +376 +15%
CI
709
Cigna Investments
Connecticut
$386K
TSW
710
Thompson Siegel & Walmsley
Virginia
$385K
CT
711
Colonial Trust
South Carolina
$382K
ERWM
712
Elk River Wealth Management
Colorado
$381K -$2.75K -20 -0.7%
CPSC
713
Carl P. Sherr & Co
Massachusetts
$381K
HT
714
Heritage Trust
Oklahoma
$378K
RRA
715
Round Rock Advisors
Connecticut
$376K -$2.2K -16 -0.6%
WAM
716
Wolverine Asset Management
Illinois
$375K
SSCM
717
Spectrum Strategic Capital Management
Oregon
$374K
TSWM
718
Triangle Securities Wealth Management
North Carolina
$371K -$3.44K -25 -0.9%
AA
719
Advisory Alpha
Michigan
$370K -$46.8K -340 -11%
WP
720
WealthShield Partners
North Carolina
$369K
HBT
721
Hills Bank & Trust
Iowa
$368K -$4.13K -30 -1%
Empower Advisory Group
722
Empower Advisory Group
Colorado
$367K +$2.2K +16 +0.6%
LMKC
723
L.M. Kohn & Company
Ohio
$364K -$18.9K -137 -5%
HWAM
724
Hennion & Walsh Asset Management
New Jersey
$364K
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$364K -$138 -1 -0%