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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
Lenox Wealth Management
Ohio
$40K – – –
RFA
652
Reilly Financial Advisors
California
$40K – – –
MWA
653
Meridian Wealth Advisors
Texas
$40K +$41.4K +3,064 New
PFGIA
654
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$40.3K +2,976 New
BTNA
655
Bremer Trust National Association
Minnesota
$39K +$40.6K +3,000 New
CAW
656
Cornerstone Advisors (Washington)
Washington
$38K +$812 +60 +2%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$37K – – –
GRP
658
Global Retirement Partners
California
$31K -$5.3K -392 -14%
SBL
659
Sargent Bickham Lagudis
Colorado
$31K – – –
AC
660
Avestar Capital
New York
$30K +$32.5K +2,404 +3,163%
SIAS
661
Shine Investment Advisory Services
Colorado
$29K -$2.22K -164 -7%
CA
662
Crewe Advisors
Utah
$29K – – –
FPFS
663
First Personal Financial Services
North Carolina
$29K +$1.35K +100 +5%
AF
664
Advisornet Financial
Minnesota
$29K +$9.74K +720 +47%
WCM
665
WealthBridge Capital Management
Ohio
$28K +$28.5K +2,104 New
LF
666
Lee Financial
Texas
$26K – – –
RFM
667
Royal Fund Management
Florida
$26K – – –
VAIA
668
Virtus Alternative Investment Advisers
Connecticut
$26K – – –
BCA
669
Berman Capital Advisors
Georgia
$26K +$27.4K +2,028 New
FHA
670
Flagship Harbor Advisors
Massachusetts
$25K -$55.5K -4,100 -68%
AAP
671
Arax Advisory Partners
Colorado
$25K -$162 -12 -0.6%
BFC
672
Bedel Financial Consulting
Indiana
$25K – – –
VFA
673
Valeo Financial Advisors
Indiana
$24K +$271 +20 +1%
OC
674
Oakworth Capital
Alabama
$23K – – –
CB
675
CNB Bank
Pennsylvania
$23K +$24.1K +1,784 New