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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
301
Gryphon Financial Partners
Ohio
$10K +$602 +3 +7%
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$10K +$6.63K +33 +206%
SMFS
303
Squar Milner Financial Services
California
$10K +$10K +50 New
TJHA
304
Thomas J. Herzfeld Advisors
Florida
$9K -$14.7K -73 -63%
FA
305
Fortis Advisors
Pennsylvania
$9K – – –
CF
306
Centaurus Financial
California
$9K +$8.63K +43 New
HMS
307
Hanseatic Management Services
New Mexico
$7K – – –
SPIA
308
Steward Partners Investment Advisory
New York
$7K – – –
SF
309
Synovus Financial
Georgia
$7K +$4.22K +21 +131%
KL
310
KWMG LLC
Kansas
$7K +$7.43K +37 New
WEC
311
Winslow Evans & Crocker
Massachusetts
$6K – – –
BAM
312
Barrett Asset Management
New York
$5K – – –
TIM
313
Tortoise Investment Management
New York
$5K – – –
AF
314
Allworth Financial
California
$5K +$1.81K +9 +56%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.02K +25 New
ACS
316
Archford Capital Strategies
Illinois
$4K – – –
SA
317
SRH Advisors
Kansas
$4K – – –
TC
318
Trilogy Capital
California
$4K – – –
AF
319
Advisornet Financial
Minnesota
$3K +$2.81K +14 New
LWM
320
Lenox Wealth Management
Ohio
$3K +$2.81K +14 New
VNA
321
Valley National Advisers
Pennsylvania
$3K +$3.21K +16 New
Capital Research Global Investors
322
Capital Research Global Investors
California
$2K -$201 -1 -8%
OWA
323
One Wealth Advisors
California
$2K – – –
TL
324
TrueWealth LLC
Georgia
$2K – – –
WC
325
Whitnell & Co
Illinois
$2K – – –