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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
PGA
302
Premia Global Advisors
Florida
$20K +$20K +1,476 New
CHP
303
Cable Hill Partners
Oregon
$18K -$2.37K -175 -12%
RFA
304
Reilly Financial Advisors
California
$18K – – –
MTCM
305
Mint Tower Capital Management
Netherlands
$18K +$17.8K +1,320 New
KJWM
306
Kiley Juergens Wealth Management
Washington
$18K +$18.6K +1,373 New
HR
307
Howe & Rusling
New York
$16K -$297 -22 -2%
CT
308
CPF Texas
Texas
$16K +$15.6K +1,151 New
EWM
309
Evercore Wealth Management
New York
$15K – – –
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$15K +$14.5K +1,072 New
PCG
311
Private Capital Group
Connecticut
$15K +$14.9K +1,105 New
HFP
312
Holistic Financial Partners
Indiana
$15K +$15.4K +1,137 New
LFA
313
Legacy Financial Advisors
Kentucky
$14K +$14.3K +1,059 New
IWM
314
IHT Wealth Management
Illinois
$13K +$4.75K +351 +59%
SWP
315
Stratos Wealth Partners
Ohio
$13K +$13.2K +978 New
MWM
316
MinichMacGregor Wealth Management
New York
$12K – – –
FWM
317
Focused Wealth Management
New York
$11K – – –
ASN
318
Advisory Services Network
Georgia
$11K +$4.27K +316 +69%
TDC
319
Thompson Davis & Co
Virginia
$9K -$18.1K -1,337 -67%
BGIM
320
Brandywine Global Investment Management
Pennsylvania
$9K – – –
HT
321
Heritage Trust
Oklahoma
$9K – – –
OWA
322
One Wealth Advisors
California
$9K +$9.22K +682 New
TRCT
323
Tower Research Capital (TRC)
New York
$9K +$9.77K +723 New
WT
324
Whittier Trust
California
$8K – – –
AC
325
Avestar Capital
New York
$8K +$8.52K +630 New