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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
651
Private Capital Group
Connecticut
$14K -$145 -1 -1%
BWM
652
Baystate Wealth Management
Massachusetts
$14K – – –
SIC
653
Salem Investment Counselors
North Carolina
$14K – – –
BAM
654
Barrett Asset Management
New York
$14K +$14.5K +100 New
HDIM
655
Hanson & Doremus Investment Management
Vermont
$13K – – –
CFD
656
Creative Financial Designs
Indiana
$13K +$13.8K +95 New
GWSG
657
GPS Wealth Strategies Group
Colorado
$13K +$14.5K +100 New
TF
658
Tompkins Financial
New York
$12K – – –
VFA
659
Valeo Financial Advisors
Indiana
$12K – – –
MWP
660
Meridian Wealth Partners
Pennsylvania
$12K +$13.5K +93 New
SWA
661
Sutton Wealth Advisors
Florida
$11.4K +$1.45K +10 +14%
EFSCE
662
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.05K +21 +36%
HR
663
Howe & Rusling
New York
$10K -$2.76K -19 -22%
FPS
664
Fieldpoint Private Securities
Connecticut
$10K – – –
PWMG
665
Prestige Wealth Management Group
New Jersey
$10K – – –
TAIM
666
TD Ameritrade Investment Management
Nebraska
$10K – – –
APWA
667
Atlas Private Wealth Advisors
New Jersey
$10K +$6.11K +42 +131%
TFS
668
TrustCore Financial Services
Tennessee
$10K +$10.8K +74 New
AIC
669
Ameritas Investment Company
Nebraska
$9.79K +$10.3K +71 New
PB
670
Pinnacle Bancorp
Nebraska
$9K – – –
RA
671
Resolute Advisors
California
$9K +$9.31K +64 New
SAI
672
Systematic Alpha Investments
New Jersey
$8K – – –
GEA
673
Glen Eagle Advisors
New Jersey
$8K – – –
AWM
674
Avior Wealth Management
Nebraska
$7K -$43.6K -300 -84%
AF
675
Advisornet Financial
Minnesota
$7K – – –