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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
751
Winslow Evans & Crocker
Massachusetts
$16K -$952 -50 -6%
GRP
752
Global Retirement Partners
California
$15K +$38 +2 +0.3%
KPCM
753
Kings Point Capital Management
New York
$15K +$14.3K +750 New
CFA
754
Carroll Financial Associates
North Carolina
$14K -$16K -843 -54%
NSB
755
Norway Savings Bank
Maine
$14K – – –
OFW
756
Omnia Family Wealth
Florida
$14K – – –
TFO
757
Tarbox Family Office
California
$14K +$1.5K +79 +12%
AAP
758
Arax Advisory Partners
Colorado
$12K -$2.65K -139 -19%
FMP
759
Financial Management Professionals
Texas
$12K – – –
CWM
760
Catamount Wealth Management
Connecticut
$11K +$10.5K +554 New
AA
761
AlphaMark Advisors
Kentucky
$10K – – –
BWA
762
Burt Wealth Advisors
Maryland
$10K – – –
IP
763
Intellectus Partners
California
$10K – – –
PSC
764
Prentiss Smith & Co
Vermont
$10K – – –
LWA
765
Lowe Wealth Advisors
Maryland
$10K +$9.52K +500 New
TG
766
TLP Group
Illinois
$10K +$9.52K +500 New
WWM
767
Willingdon Wealth Management
North Carolina
$10K +$9.63K +506 New
HWP
768
Hefty Wealth Partners
Indiana
$9K – – –
PMFA
769
Plante Moran Financial Advisors
Michigan
$9K – – –
WAP
770
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.72K +458 New
M
771
MOTCO
Texas
$8K -$194K -10,216 -96%
AP
772
Advisors Preferred
Maryland
$8K -$71.4K -3,753 -91%
CPIG
773
Chicago Partners Investment Group
Illinois
$8K -$29.5K -1,550 -79%
RBC
774
Roble Belko & Company
Pennsylvania
$8K – – –
VIA
775
Vantage Investment Advisors
Pennsylvania
$8K – – –