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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
851
Glassman Wealth Services
Virginia
$10K +$428 +11 +4%
SIM
852
Sonora Investment Management
Arizona
$10K +$4.67K +120 +83%
BFC
853
Bedel Financial Consulting
Indiana
$9K -$2.06K -53 -17%
BL
854
Balentine LLC
Georgia
$9K – – –
OFW
855
Omnia Family Wealth
Florida
$8K -$51.2K -1,315 -86%
CAC
856
Certified Advisory Corp
Florida
$8K – – –
RIA
857
RPG Investment Advisory
California
$8K – – –
WEC
858
Winslow Evans & Crocker
Massachusetts
$8K – – –
NCM
859
Nelson Capital Management
California
$7K -$7.78K -200 -50%
ME
860
McIlrath & Eck
Washington
$7K -$1.87K -48 -20%
IDBONY
861
Israel Discount Bank of New York
New York
$7K – – –
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$5.92K -152 -49%
DSI
863
Daiwa SB Investments
Japan
$6K – – –
MWM
864
Mascoma Wealth Management
New Hampshire
$6K – – –
TL
865
TrueWealth LLC
Georgia
$6K – – –
BWL
866
Bogart Wealth LLC
Virginia
$5K -$1.91K -49 -23%
CB
867
CNB Bank
Pennsylvania
$5K -$1.25K -32 -20%
CAL
868
Capital Analysts LLC
Pennsylvania
$5K – – –
CFD
869
Creative Financial Designs
Indiana
$5K – – –
FMP
870
Financial Management Professionals
Texas
$5K – – –
KCPG
871
Kavar Capital Partners Group
Kansas
$5K – – –
AF
872
Allworth Financial
California
$5K +$1.56K +40 +38%
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$4.46K -$2.37K -61 -33%
GEA
874
Glen Eagle Advisors
New Jersey
$4.17K +$2.76K +71 +161%
FPFS
875
First Personal Financial Services
North Carolina
$4K -$103K -2,649 -96%