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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
WealthTrust-Arizona
Arizona
$47K +$595 +52 +1%
CFN
1002
Cordasco Financial Network
Florida
$47K +$2.63K +230 +6%
CBT
1003
Capital Bank & Trust
California
$47K +$48.9K +4,269 New
LWCFA
1004
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K -$8.05K -703 -15%
FQ
1005
First Quadrant
California
$44K – – –
AWM
1006
AllSquare Wealth Management
New York
$44K +$4.07K +355 +10%
CB
1007
Community Bank
New York
$43K -$14.3K -1,250 -24%
SWA
1008
Sutton Wealth Advisors
Florida
$42.9K – – –
PFGIA
1009
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$270K -23,558 -86%
AIS
1010
Accurate Investment Solutions
Pennsylvania
$42K +$366 +32 +0.9%
RWM
1011
Raffa Wealth Management
District of Columbia
$41.9K – – –
GWS
1012
Glassman Wealth Services
Virginia
$40K +$355 +31 +0.9%
NWM
1013
Northwest Wealth Management
Iowa
$39K – – –
SFG
1014
Sage Financial Group
Pennsylvania
$39K – – –
WA
1015
WP Advisors
California
$39K +$40.7K +3,551 New
GEA
1016
Glen Eagle Advisors
New Jersey
$37.5K +$6.01K +525 +18%
THWM
1017
Taylor Hoffman Wealth Management
Virginia
$37K – – –
TC
1018
Trust Company
Kansas
$37K +$3.44K +300 +10%
AP
1019
Advisors Preferred
Maryland
$37K +$38.7K +3,377 New
BA
1020
Ballew Advisors
Mississippi
$36K +$2.54K +222 +7%
IWMA
1021
Ironwood Wealth Management (Arizona)
Arizona
$36K +$37.2K +3,250 New
HFM
1022
Hartford Financial Management
Connecticut
$35K – – –
BRC
1023
Bell Rock Capital
Delaware
$35K +$298 +26 +0.8%
FPB
1024
First PREMIER Bank
South Dakota
$34K +$22.9K +2,000 +182%
HS
1025
Horan Securities
United States
$33K -$2.68K -234 -7%
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