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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
326
Compagnie Lombard Odier SCmA
Switzerland
$36K
TL
327
TrueWealth LLC
Georgia
$36K
GRP
328
Global Retirement Partners
California
$34K
SFS
329
Sowell Financial Services
Arkansas
$34K +$1.54K +34 +5%
SIC
330
Samalin Investment Counsel
New York
$32K +$30.6K +673 New
GEA
331
Glen Eagle Advisors
New Jersey
$31.5K -$17.8K -392 -38%
PA
332
Procyon Advisors
Connecticut
$31K +$29.3K +645 New
RIA
333
Realta Investment Advisors
Delaware
$30K
RWB
334
RMR Wealth Builders
New Jersey
$30K +$28K +617 New
SGAM
335
Smith Group Asset Management
Texas
$28K +$500 +11 +2%
Bessemer Group
336
Bessemer Group
New Jersey
$27K -$999 -22 -4%
NL
337
NKCFO LLC
Illinois
$27K
CFFP
338
Center for Financial Planning
Michigan
$27K +$25.5K +561 New
EWM
339
EPG Wealth Management
Georgia
$26K +$24.2K +532 New
PGAM
340
Princeton Global Asset Management
New Jersey
$25K
GI
341
Gradient Investments
Minnesota
$25K +$23.6K +520 New
BCA
342
Berman Capital Advisors
Georgia
$24K -$3.63K -80 -14%
LWM
343
Lenox Wealth Management
Ohio
$24K +$818 +18 +4%
GFPC
344
Global Financial Private Client
Florida
$23.4K +$21.8K +480 New
MCM
345
McMillion Capital Management
North Carolina
$22K
MA
346
MUFG Americas
New York
$22K
Parallax Volatility Advisers
347
Parallax Volatility Advisers
California
$21K -$4.79M -105,529 -100%
CHC
348
City Holding Co
West Virginia
$20K
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$20K
FP
350
Financial Perspectives
Minnesota
$20K +$18.6K +409 New