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Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
501
Paragon Capital Management (Kansas)
Kansas
$6K +$5.44K +126 New
CWA
502
Clarus Wealth Advisors
Arizona
$5K -$2.59K -60 -34%
WCG
503
Weaver Consulting Group
California
$5K +$4.31K +100 New
BWM
504
BerganKDV Wealth Management
Minnesota
$4K – – –
FRA
505
Front Row Advisors
California
$4K – – –
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$3.55K -$12.3K -285 -78%
FPS
507
Fieldpoint Private Securities
Connecticut
$3K – – –
LWA
508
Lenox Wealth Advisors
New York
$3K – – –
POIA
509
Pin Oak Investment Advisors
Texas
$3K – – –
WCM
510
WealthBridge Capital Management
Ohio
$3K – – –
CFA
511
Camarda Financial Advisors
Florida
$3K +$129 +3 +4%
WAS
512
Winch Advisory Services
Wisconsin
$3K +$3.15K +73 New
UBS AM
513
UBS AM
Illinois
$2.8K +$2.72K +63 New
LPWM
514
Lake Point Wealth Management
Texas
$2K -$565K -13,094 -100%
CAGAS
515
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
BAM
517
Barrett Asset Management
New York
$2K +$1.55K +36 New
LHC
518
Little House Capital
Massachusetts
$2K +$2.16K +50 New
FGAM
519
Financial Gravity Asset Management
Texas
$2K +$2.37K +55 New
PCP
520
Proficio Capital Partners
Massachusetts
$1K -$41.8K -969 -98%
EARNEST Partners
521
EARNEST Partners
Georgia
$1K – – –
SIS
522
Sound Income Strategies
Florida
$1K – – –
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.38K +32 New
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
– -$13.9M -350,795 Closed
Korea Investment Corp
525
Korea Investment Corp
South Korea
– -$4.52M -104,823 Closed