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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1001
Financial Avengers
California
$17K -$2.86K -20 -14%
SWM
1002
Sugarloaf Wealth Management
Georgia
$17K – – –
HR
1003
Howe & Rusling
New York
$16K – – –
GWS
1004
Glassman Wealth Services
Virginia
$16K +$143 +1 +0.9%
HS
1005
Horan Securities
United States
$15K – – –
FP
1006
Financial Perspectives
Minnesota
$14.1K – – –
SA
1007
SRH Advisors
Kansas
$14K -$2.86K -20 -17%
FCA
1008
FinTrust Capital Advisors
South Carolina
$14K – – –
HDIM
1009
Hanson & Doremus Investment Management
Vermont
$14K – – –
HFM
1010
Hartford Financial Management
Connecticut
$14K – – –
KC
1011
Kenfarb & Co
Kentucky
$14K – – –
MCA
1012
Maryland Capital Advisors
Maryland
$14K – – –
OSNBOA
1013
Old Second National Bank of Aurora
Illinois
$14K – – –
SFG
1014
Steward Financial Group
Texas
$14K +$857 +6 +6%
C
1015
Covestor
United Kingdom
$13K +$714 +5 +6%
EBA
1016
Eagle Bay Advisors
New York
$12K +$12.1K +85 New
GIA
1017
Goodwin Investment Advisory
Georgia
$11.7K – – –
TVWM
1018
Tower View Wealth Management
Wisconsin
$10K -$179K -1,256 -95%
RG
1019
Retirement Group
California
$10K – – –
NMG
1020
New Millennium Group
Utah
$10K +$9.86K +69 New
AIC
1021
Archer Investment Corporation
Indiana
$9.02K – – –
LS
1022
Leelyn Smith
Illinois
$9K – – –
MWM
1023
Mascoma Wealth Management
New Hampshire
$9K – – –
TSW
1024
Thompson Siegel & Walmsley
Virginia
$9K – – –
PWMG
1025
Prestige Wealth Management Group
New Jersey
$9K +$143 +1 +2%