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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
701
Asset Dedication LLC
California
$18K +$20K +200 New
GBBWRPM
702
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K +$20.4K +204 New
LWM
703
Lenox Wealth Management
Ohio
$17K -$139K -1,396 -88%
ANBT
704
American National Bank & Trust
Texas
$16K -$408K -4,089 -96%
Parallax Volatility Advisers
705
Parallax Volatility Advisers
California
$15K -$3.29M -32,926 -99%
AA
706
AlphaMark Advisors
Kentucky
$15K – – –
Loomis, Sayles & Company
707
Loomis, Sayles & Company
Massachusetts
$14K – – –
FAM
708
Formidable Asset Management
Ohio
$14K +$5.19K +52 +45%
PMFA
709
Plante Moran Financial Advisors
Michigan
$14K +$9.29K +93 +152%
WAS
710
WESPAC Advisors SoCal
California
$14K +$17K +170 New
GWS
711
Glassman Wealth Services
Virginia
$13K +$14.5K +145 New
TCM
712
Tradewinds Capital Management
Washington
$12K -$3.5K -35 -20%
JIR
713
James Investment Research
Ohio
$12K – – –
UFA
714
US Financial Advisors
Massachusetts
$12K +$10.2K +102 +268%
GWM
715
Gupta Wealth Management
California
$11K -$21.6K -216 -63%
MA
716
MCF Advisors
Kentucky
$11K – – –
CHP
717
Cable Hill Partners
Oregon
$11K +$10.8K +108 New
AWMS
718
Advocacy Wealth Management Services
Georgia
$11K +$12.5K +125 New
PSI
719
Pinnacle Summer Investments
Virginia
$10K -$26.4K -264 -70%
WP
720
WealthPLAN Partners
Nebraska
$9.65K +$22K +220 New
TFO
721
Tarbox Family Office
California
$9K -$1.2K -12 -11%
AA
722
Apriem Advisors
California
$9K – – –
APSP
723
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
BAM
724
Brave Asset Management
New Jersey
$9K – – –
HR
725
Howe & Rusling
New York
$9K – – –