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Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Kaizen Advisory
Illinois
$26K
APA
527
American Portfolios Advisors
New York
$24.9K +$100 +1 +0.4%
WWMSC
528
Wagner Wealth Management (South Carolina)
South Carolina
$23K +$3K +30 +16%
GWM
529
Geneos Wealth Management
Colorado
$23K +$10.3K +103 +87%
CIM
530
Contravisory Investment Management
Massachusetts
$21K
HT
531
Heritage Trust
Oklahoma
$21K
RFA
532
Reilly Financial Advisors
California
$21K
SCM
533
Southport Capital Management
Tennessee
$21K +$20K +200 New
WAS
534
WESPAC Advisors SoCal
California
$21K +$20K +200 New
BWM
535
Baystate Wealth Management
Massachusetts
$20K +$100 +1 +0.5%
GAM
536
Gemmer Asset Management
California
$18K -$15K -150 -46%
CIA
537
CSat Investment Advisory
Michigan
$18K -$1.2K -12 -6%
HFM
538
Hartford Financial Management
Connecticut
$18K
HWA
539
Heritage Wealth Advisors
Virginia
$18K +$17.6K +176 New
Capstone Investment Advisors
540
Capstone Investment Advisors
New York
$17K +$15.8K +158 New
CWM
541
Cranbrook Wealth Management
Michigan
$16K
TFS
542
TrustCore Financial Services
Tennessee
$16K +$3.21K +32 +26%
ACM
543
AUA Capital Management
Pennsylvania
$15K
CFA
544
Carroll Financial Associates
North Carolina
$15K
FCB
545
First Command Bank
Texas
$15K
FCFS
546
First Command Financial Services
Texas
$15K
AIM
547
Advantage Investment Management
Iowa
$15K +$13.9K +139 New
CGT
548
Capital Guardian Trust
California
$15K +$14.3K +143 New
VRM
549
Vectors Research Management
New York
$15K +$16K +160 New
RE
550
RBC Europe
United Kingdom
$13.7K