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Name Holding Trade Value Shares
Change
Change in
Stake
KTC
701
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
SFSIG
702
San Francisco Sentry Investment Group
California
$7K – – –
SWA
703
Sutton Wealth Advisors
Florida
$6.31K – – –
GRP
704
Global Retirement Partners
California
$6K -$8.82K -92 -62%
GI
705
Gradient Investments
Minnesota
$6K – – –
WAS
706
Winch Advisory Services
Wisconsin
$6K – – –
GWS
707
Glassman Wealth Services
Virginia
$6K +$288 +3 +5%
AF
708
Advisornet Financial
Minnesota
$6K +$5.37K +56 New
APC
709
Aspire Private Capital
North Carolina
$5K +$5.18K +54 New
TFS
710
TrustCore Financial Services
Tennessee
$4K -$1.53K -16 -27%
HR
711
Howe & Rusling
New York
$4K -$96 -1 -2%
LFG
712
Larson Financial Group
Missouri
$4K – – –
NCM
713
Nelson Capital Management
California
$4K – – –
MIM
714
Macroview Investment Management
Maryland
$4K +$3.36K +35 New
MF
715
Manchester Financial
California
$3K +$2.4K +25 New
WPA
716
West Paces Advisors
Georgia
$2.4K – – –
SMFS
717
Squar Milner Financial Services
California
$2K -$4.03K -42 -68%
BWM
718
Baystate Wealth Management
Massachusetts
$2K – – –
EWM
719
Executive Wealth Management
Michigan
$2K – – –
EWA
720
Evolution Wealth Advisors
Florida
$2K +$2.11K +22 New
RFM
721
Royal Fund Management
Florida
$1K -$3.93K -41 -68%
Fidelity International
722
Fidelity International
Bermuda
$1K -$192 -2 -13%
TIM
723
Tortoise Investment Management
New York
$1K – – –
FPFS
724
First Personal Financial Services
North Carolina
$1K +$480 +5 New
Group One Trading
725
Group One Trading
Illinois
$1K +$1.15K +12 New