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Name Holding Trade Value Shares
Change
Change in
Stake
NPP
801
New Potomac Partners
Maryland
$17K – – –
FPFS
802
First Personal Financial Services
North Carolina
$17K +$16.3K +150 New
WF
803
WealthTrust Fairport
Ohio
$16K – – –
SMG
804
Spectrum Management Group
Indiana
$16K +$15.2K +140 New
CLOS
805
Compagnie Lombard Odier SCmA
Switzerland
$15K – – –
GRP
806
Global Retirement Partners
California
$14K +$2.72K +25 +25%
ZB
807
Zions Bancorporation
Utah
$14K +$13.6K +125 New
EWM
808
Executive Wealth Management
Michigan
$13K -$7.51K -69 -38%
GWA
809
Guidant Wealth Advisors
Illinois
$13K +$1.09K +10 +10%
KFS
810
Kelly Financial Services
Massachusetts
$12.1K +$11.5K +106 New
PFBT
811
Parkside Financial Bank & Trust
Missouri
$12K -$11.7K -107 -51%
APSP
812
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
BWA
813
Burt Wealth Advisors
Maryland
$11K – – –
CAGAS
814
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
GI
815
Gradient Investments
Minnesota
$11K – – –
MFW
816
Mosaic Family Wealth
Missouri
$11K – – –
WB
817
Webster Bank
Connecticut
$11K – – –
LA
818
Legacy Advisors
Pennsylvania
$11K +$10.9K +100 New
TA
819
TCG Advisors
Texas
$11K +$10.9K +100 New
CAM
820
Close Asset Management
United Kingdom
$10K -$154K -1,415 -94%
CHC
821
City Holding Co
West Virginia
$10K – – –
CCM
822
Covington Capital Management
California
$10K – – –
EARNEST Partners
823
EARNEST Partners
Georgia
$10K – – –
LWA
824
Lowe Wealth Advisors
Maryland
$10K – – –
GWS
825
Glassman Wealth Services
Virginia
$10K +$1.31K +12 +16%