Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1276
SOA Wealth Advisors
New York
$20K +$718 +12 +4%
CAC
1277
Certified Advisory Corp
Florida
$20K +$18.4K +307 New
FPFS
1278
First Personal Financial Services
North Carolina
$19K – – –
LWA
1279
Lenox Wealth Advisors
New York
$19K +$17.4K +290 +5,800%
TCCM
1280
Timber Creek Capital Management
Massachusetts
$18K – – –
WWM
1281
Wolff Wiese Magana
California
$18K – – –
CFD
1282
Creative Financial Designs
Indiana
$18K +$180 +3 +1%
EWM
1283
Edge Wealth Management
New York
$17K – – –
NC
1284
NewSquare Capital
Pennsylvania
$17K – – –
CIA
1285
CSat Investment Advisory
Michigan
$17K +$60 +1 +0.4%
Loomis, Sayles & Company
1286
Loomis, Sayles & Company
Massachusetts
$17K +$3.65K +61 +30%
WFA
1287
West Financial Advisors
Iowa
$16K – – –
RG
1288
Retirement Group
California
$15K -$4.19K -70 -23%
TCM
1289
Tradewinds Capital Management
Washington
$15K -$3.65K -61 -20%
HWM
1290
Holloway Wealth Management
Florida
$15K – – –
TFA
1291
Toth Financial Advisory
Virginia
$15K – – –
MRCM
1292
M&R Capital Management
New Jersey
$14K -$99.7K -1,666 -88%
CP
1293
Corbenic Partners
Pennsylvania
$14K +$12.6K +211 New
TCM
1294
TD Capital Management
Tennessee
$14K +$12.6K +211 +2,638%
KFAA
1295
Klaas Financial Asset Advisors
Illinois
$13K +$120 +2 +1%
SCA
1296
Stonebridge Capital Advisors
Minnesota
$13K +$12.1K +203 New
SFG
1297
Sage Financial Group
Pennsylvania
$12K – – –
MCM
1298
MV Capital Management
Maryland
$12K +$1.08K +18 +11%
BWL
1299
Bogart Wealth LLC
Virginia
$11K – – –
PP
1300
Pacifica Partners
Canada
$11K – – –