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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1026
Barrett Asset Management
New York
$22K
BWA
1027
Burt Wealth Advisors
Maryland
$22K
IBOK
1028
Independence Bank of Kentucky
Kentucky
$22K
PCIA
1029
Prime Capital Investment Advisors
Kansas
$22K
BC
1030
Belmont Capital
California
$22K +$20.8K +75 New
SAM
1031
S.A. Mason
Michigan
$22K +$20.8K +75 New
WQ
1032
Wealth Quarterback
New Jersey
$21.7K +$6.2M +22,341 New
GRP
1033
Global Retirement Partners
California
$20K -$2.77K -10 -13%
TL
1034
TrueWealth LLC
Georgia
$19K
HWM
1035
Howard Wealth Management
Connecticut
$19K +$18K +65 New
HR
1036
Howe & Rusling
New York
$18K -$4.44K -16 -21%
VNA
1037
Valley National Advisers
Pennsylvania
$18K
CI
1038
CX Institutional
Indiana
$17K +$9.99K +36 +171%
EWP
1039
Engrave Wealth Partners
Texas
$17K +$16.6K +60 New
TA
1040
TFG Advisers
Michigan
$16K +$15.5K +56 New
LP
1041
LMR Partners
United Kingdom
$15.5K +$14.5M +52,401 New
FANJ
1042
Financial Architects (New Jersey)
New Jersey
$15K
RBC
1043
Roble Belko & Company
Pennsylvania
$15K
CFFP
1044
Center for Financial Planning
Michigan
$15K +$14.4K +52 New
WOC
1045
West Oak Capital
California
$14K -$48.6K -175 -79%
PK
1046
Pflug Koory
Nebraska
$14K +$2.77K +10 +27%
NC
1047
NewSquare Capital
Pennsylvania
$13K
GCM
1048
Gables Capital Management
Florida
$12K
TIM
1049
Tortoise Investment Management
New York
$12K
WB
1050
Webster Bank
Connecticut
$12K