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Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
1001
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
FPS
1002
Fieldpoint Private Securities
Connecticut
$4K +$4.18K +28 New
KWM
1003
Keebeck Wealth Management
Illinois
$4K +$4.33K +29 New
MA
1004
MCF Advisors
Kentucky
$3K – – –
EWA
1005
Evolution Wealth Advisors
Florida
$3K +$1.2K +8 +57%
SBL
1006
Sargent Bickham Lagudis
Colorado
$3K +$2.24K +15 +300%
WWM
1007
Willingdon Wealth Management
North Carolina
$2K -$7.47K -50 -82%
AA
1008
AlphaMark Advisors
Kentucky
$2K – – –
LFG
1009
LifePlan Financial Group
Ohio
$2K – – –
SIS
1010
Sound Income Strategies
Florida
$2K – – –
TCM
1011
TD Capital Management
Tennessee
$2K – – –
WCG
1012
Weaver Consulting Group
California
$2K – – –
IWP
1013
IAG Wealth Partners
Wisconsin
$2K +$1.2K +8 New
CYG
1014
Clean Yield Group
Vermont
$2K +$1.5K +10 New
CA
1015
CXI Advisors
Indiana
$2K +$2.09K +14 New
SFG
1016
Sowa Financial Group
Rhode Island
$2K +$2.09K +14 New
SWA
1017
Sutton Wealth Advisors
Florida
$2K – – –
RWM
1018
Raffa Wealth Management
District of Columbia
$1.38K – – –
JFGIW
1019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$583K -3,900 -100%
GWS
1020
Glassman Wealth Services
Virginia
$1K -$448 -3 -27%
EI
1021
Ellevest Inc
New York
$1K – – –
EIP
1022
Ellis Investment Partners
Pennsylvania
$1K – – –
Kayne Anderson Rudnick Investment Management
1023
Kayne Anderson Rudnick Investment Management
California
$1K – – –
WAS
1024
Winch Advisory Services
Wisconsin
$1K – – –
Marshall Wace
1025
Marshall Wace
United Kingdom
$1K +$598 +4 New