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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1101
Silvant Capital Management
Georgia
$71K
BHWM
1102
Bay Harbor Wealth Management
Maryland
$71K +$72K +1,355 New
BCPWM
1103
Bradley & Co Private Wealth Management
Florida
$69K
RFWA
1104
RPg Family Wealth Advisory
Massachusetts
$68.7K
HWA
1105
HHM Wealth Advisors
Tennessee
$68K +$5.32K +100 +8%
LFG
1106
Larson Financial Group
Missouri
$68K +$9.78K +184 +17%
GRP
1107
Global Retirement Partners
California
$66K -$2.92K -55 -4%
GWS
1108
Glassman Wealth Services
Virginia
$65K
MAM
1109
McCarthy Asset Management
California
$64K
MHR
1110
Matthew Hamilton Rosenberg
$62K -$10.4K -195 -14%
SWM
1111
Sugarloaf Wealth Management
Georgia
$62K
BFC
1112
Bedel Financial Consulting
Indiana
$58K
TCM
1113
Tradewinds Capital Management
Washington
$54K +$5.32K +100 +11%
BC
1114
Bartlett & Co
Ohio
$53K -$3.08K -58 -5%
BCWM
1115
Bartlett & Co Wealth Management
Ohio
$52.7K -$3.08K -58 -5%
GEA
1116
Glen Eagle Advisors
New Jersey
$49.9K
JWA
1117
JFS Wealth Advisors
Pennsylvania
$49K
SWM
1118
Selective Wealth Management
Virginia
$49K
FNBOSM
1119
First National Bank of South Miami
Florida
$49K +$1.06K +20 +2%
FPS
1120
Fieldpoint Private Securities
Connecticut
$49K +$8.82K +166 +22%
MIHAS
1121
Maj Invest Holding A/S
Denmark
$47K -$92.4M -1,737,875 -100%
CFFP
1122
Center for Financial Planning
Michigan
$43K +$585 +11 +1%
ODG
1123
O'Dell Group
Ohio
$43K +$43.2K +812 New
PB
1124
Pinnacle Bancorp
Nebraska
$41K
CFA
1125
Cahill Financial Advisors
Minnesota
$41K +$41K +772 New