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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
701
FinTrust Capital Advisors
South Carolina
$5K – – –
SMFS
702
Squar Milner Financial Services
California
$5K – – –
GWS
703
Glassman Wealth Services
Virginia
$5K +$259 +3 +6%
RFM
704
Royal Fund Management
Florida
$5K +$1.64K +19 +46%
OWA
705
One Wealth Advisors
California
$5K +$4.93K +57 New
HR
706
Howe & Rusling
New York
$4K -$38.5K -446 -91%
LFG
707
Larson Financial Group
Missouri
$4K – – –
NCM
708
Nelson Capital Management
California
$4K – – –
MCM
709
MV Capital Management
Maryland
$4K +$519 +6 +18%
FRA
710
Front Row Advisors
California
$4K +$1.99K +23 +115%
CCMW
711
Cypress Capital Management (Wyoming)
Wyoming
$4K +$3.54K +41 New
BMM
712
Buffington Mohr McNeal
Idaho
$4K +$3.89K +45 New
PGA
713
Premia Global Advisors
Florida
$3K +$3.37K +39 New
WPA
714
West Paces Advisors
Georgia
$2.25K – – –
EWM
715
Executive Wealth Management
Michigan
$2K -$519 -6 -20%
BWM
716
Baystate Wealth Management
Massachusetts
$2K – – –
MSA
717
Marino Stram & Associates
Massachusetts
$2K +$519 +6 +46%
Fidelity International
718
Fidelity International
Bermuda
$2K +$951 +11 +220%
DWM
719
Destination Wealth Management
California
$2K +$1.47K +17 New
FGAM
720
Financial Gravity Asset Management
Texas
$2K +$1.56K +18 New
RWM
721
Raffa Wealth Management
District of Columbia
$1.22K – – –
GWMIA
722
Global Wealth Management Investment Advisory
Florida
$1K – – –
WF
723
WealthTrust Fairport
Ohio
$1K – – –
TIM
724
Tortoise Investment Management
New York
$1K +$605 +7 New
TP
725
Third Point
New York
– -$43.6M -615,000 Closed