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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1001
TrustCore Financial Services
Tennessee
$12K – – –
MLFP
1002
MPS Loria Financial Planners
Illinois
$12K +$13.2K +51 New
FPS
1003
Fieldpoint Private Securities
Connecticut
$11K -$293K -1,134 -96%
EW
1004
Evoke Wealth
California
$11K – – –
GWMIA
1005
Global Wealth Management Investment Advisory
Florida
$11K – – –
RIM
1006
Rockbridge Investment Management
New York
$11K – – –
WOC
1007
West Oak Capital
California
$11K – – –
JPLA
1008
Joseph P. Lucia & Associates
New York
$11K +$11.9K +46 New
BWA
1009
BDO Wealth Advisors
Florida
$10K – – –
TIM
1010
Tortoise Investment Management
New York
$10K – – –
WB
1011
Webster Bank
Connecticut
$10K – – –
WLPWM
1012
Walled Lake Planning & Wealth Management
Illinois
$10K +$10.6K +41 New
CC
1013
Cypress Capital
Tennessee
$9K +$9.29K +36 New
FGAM
1014
Financial Gravity Asset Management
Texas
$9K +$9.54K +37 New
AWM
1015
AllSquare Wealth Management
New York
$8K – – –
SL
1016
Savior LLC
Massachusetts
$8K – – –
SBL
1017
Sargent Bickham Lagudis
Colorado
$8K +$5.16K +20 +182%
SWA
1018
SOA Wealth Advisors
New York
$8K +$8K +31 New
HR
1019
Howe & Rusling
New York
$7K -$3.35K -13 -32%
FFC
1020
First Financial Corp
Indiana
$7K – – –
FRA
1021
Front Row Advisors
California
$7K – – –
TVWM
1022
Tower View Wealth Management
Wisconsin
$7K – – –
RWM
1023
Raffa Wealth Management
District of Columbia
$6.37K – – –
SIC
1024
Salem Investment Counselors
North Carolina
$6K -$18.3K -71 -73%
JWM
1025
Janiczek Wealth Management
Colorado
$6K -$2.32K -9 -26%