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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1401
Willingdon Wealth Management
North Carolina
$24K +$9.72K +172 +75%
WC
1402
Whitnell & Co
Illinois
$23K +$7.97K +141 +57%
HR
1403
Howe & Rusling
New York
$22K -$6.05K -107 -22%
LWS
1404
Lucia Wealth Services
California
$21K +$19.8K +351 New
VEA
1405
Virtus ETF Advisers
New York
$20K -$11.1K -197 -37%
TCM
1406
TD Capital Management
Tennessee
$20K – – –
OCM
1407
Oakview Capital Management
Texas
$20K +$18.9K +335 New
OPWM
1408
Oak Point Wealth Management
Michigan
$20K +$20.1K +356 New
APSP
1409
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
PR
1410
Payden & Rygel
California
$18K – – –
WAM
1411
Watermark Asset Management
California
$17K – – –
PWAG
1412
Polaris Wealth Advisory Group
California
$17K +$15.8K +280 New
SPL
1413
Smart Portfolios LLC
Washington
$17K +$15.9K +282 New
PCM
1414
Princeton Capital Management
New Jersey
$17K +$16.1K +284 New
SP
1415
SWS Partners
Ohio
$16K -$5.71K -101 -27%
BWL
1416
Bogart Wealth LLC
Virginia
$16K – – –
OFW
1417
Omnia Family Wealth
Florida
$15K -$28K -496 -67%
AA
1418
AlphaMark Advisors
Kentucky
$15K -$2.83K -50 -17%
CWM
1419
Catamount Wealth Management
Connecticut
$15K – – –
CWM
1420
Cranbrook Wealth Management
Michigan
$15K – – –
RCC
1421
Red Cedar Capital
Nebraska
$15K – – –
WA
1422
WealthTrust-Arizona
Arizona
$15K +$57 +1 +0.4%
ACA
1423
Atlas Capital Advisors
Wyoming
$14.3K +$13.7K +242 New
CAL
1424
Capital Advisors Ltd
Ohio
$13K -$23.4K -413 -66%
BC
1425
Barnett & Company
Tennessee
$13K -$4.52K -80 -27%
55 56
57
58 59