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Barclays
BCS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$25K – – –
ACM
202
AUA Capital Management
Pennsylvania
$24K – – –
THWM
203
Taylor Hoffman Wealth Management
Virginia
$24K – – –
HDIM
204
Hanson & Doremus Investment Management
Vermont
$23K – – –
LIA
205
LS Investment Advisors
Michigan
$23K – – –
FCAG
206
First Capital Advisors Group
New Jersey
$21K +$20.5K +1,884 New
WWMSC
207
Wagner Wealth Management (South Carolina)
South Carolina
$18K – – –
TODC
208
Trustees of Dartmouth College
New Hampshire
$17K +$16.9K +1,548 New
MPPLM
209
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$1.63K +149 +13%
NC
210
NewSquare Capital
Pennsylvania
$15K +$14.9K +1,367 New
FRA
211
Front Row Advisors
California
$14K -$207 -19 -2%
TL
212
TrueWealth LLC
Georgia
$14K – – –
WEC
213
Winslow Evans & Crocker
Massachusetts
$13.1K – – –
WDL
214
Well Done LLC
Michigan
$13K +$12.4K +1,141 New
WIM
215
Westside Investment Management
California
$13K +$12.7K +1,162 New
MOS
216
MGO One Seven
Ohio
$12K – – –
VFA
217
Valeo Financial Advisors
Indiana
$12K +$2.31K +212 +24%
SF
218
Synovus Financial
Georgia
$12K +$11.6K +1,062 New
SWP
219
Strategic Wealth Partners
Ohio
$12K +$11.8K +1,086 New
H
220
Hexavest
Quebec, Canada
$11K – – –
HI
221
Hudock Inc
Pennsylvania
$11K – – –
CAW
222
Cornerstone Advisors (Washington)
Washington
$9K +$1.65K +151 +23%
PA
223
Parallel Advisors
California
$9K +$2.12K +194 +33%
CIP
224
Convergence Investment Partners
Florida
$9K +$8.58K +787 New
HT
225
Heritage Trust
Oklahoma
$8K – – –
7 8
9
10 11