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