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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
326
MGO One Seven
Ohio
$21K +$19.7K +524 New
LWA
327
Lenox Wealth Advisors
New York
$20K +$18.4K +489 New
FGC
328
Financial Gravity Companies
Texas
$19K +$16.3K +434 New
SIC
329
Salem Investment Counselors
North Carolina
$18K
CAW
330
Cornerstone Advisors (Washington)
Washington
$17K
First Manhattan
331
First Manhattan
New York
$17K
CHC
332
City Holding Co
West Virginia
$17K +$15.8K +419 New
LFA
333
Legacy Financial Advisors
Kentucky
$17K +$16.1K +427 New
CHP
334
Cable Hill Partners
Oregon
$16K
MBT
335
Monroe Bank & Trust
Michigan
$16K +$14.8K +392 New
CA
336
Centerpoint Advisors
Massachusetts
$15K +$13.7K +364 New
AWMS
337
Advocacy Wealth Management Services
Georgia
$14K
BC
338
Bartlett & Co
Ohio
$14K
SIA
339
Sit Investment Associates
Minnesota
$14K
AWA
340
Acorn Wealth Advisors
Michigan
$14K +$12.2K +325 New
OIA
341
OneDigital Investment Advisors
Kansas
$14K +$12.7K +336 New
SPI
342
Santori & Peters Inc
Pennsylvania
$14K +$13.7K +364 New
RFA
343
Reilly Financial Advisors
California
$13K
RE
344
RBC Europe
United Kingdom
$12.1K
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$12K
EWM
346
Endurance Wealth Management
Rhode Island
$12K
RPC
347
Rossmore Private Capital
Connecticut
$11K +$10.1K +269 New
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
TCM
349
Tradewinds Capital Management
Washington
$11K
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$11K +$1.24K +33 +14%