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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$10K +$6.63K +33 +206%
SMFS
302
Squar Milner Financial Services
California
$10K +$10K +50 New
TJHA
303
Thomas J. Herzfeld Advisors
Florida
$9K -$14.7K -73 -63%
FA
304
Fortis Advisors
Pennsylvania
$9K
CF
305
Centaurus Financial
California
$9K +$8.63K +43 New
HMS
306
Hanseatic Management Services
New Mexico
$7K
SPIA
307
Steward Partners Investment Advisory
New York
$7K
SF
308
Synovus Financial
Georgia
$7K +$4.22K +21 +131%
KL
309
KWMG LLC
Kansas
$7K +$7.43K +37 New
WEC
310
Winslow Evans & Crocker
Massachusetts
$6K
BAM
311
Barrett Asset Management
New York
$5K
TIM
312
Tortoise Investment Management
New York
$5K
AF
313
Allworth Financial
California
$5K +$1.81K +9 +56%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.02K +25 New
ACS
315
Archford Capital Strategies
Illinois
$4K
SA
316
SRH Advisors
Kansas
$4K
TC
317
Trilogy Capital
California
$4K
AF
318
Advisornet Financial
Minnesota
$3K +$2.81K +14 New
LWM
319
Lenox Wealth Management
Ohio
$3K +$2.81K +14 New
VNA
320
Valley National Advisers
Pennsylvania
$3K +$3.21K +16 New
Capital Research Global Investors
321
Capital Research Global Investors
California
$2K -$201 -1 -8%
OWA
322
One Wealth Advisors
California
$2K
TL
323
TrueWealth LLC
Georgia
$2K
WC
324
Whitnell & Co
Illinois
$2K
SFG
325
SevenBridge Financial Group
Pennsylvania
$2K +$2.01K +10 New