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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1951
Balentine LLC
Georgia
$6K +$5.61K +44 New
CH
1952
Canton Hathaway
Rhode Island
$6K +$5.74K +45 New
SQA
1953
Simon Quick Advisors
New Jersey
$5K -$1.53K -12 -25%
WAS
1954
Winch Advisory Services
Wisconsin
$5K +$3.31K +26 +200%
LFG
1955
LifePlan Financial Group
Ohio
$4K
NIM
1956
NuWave Investment Management
New Jersey
$3K -$299K -2,343 -99%
FEG
1957
Financial Enhancement Group
Indiana
$3K +$2.8K +22 New
BHWM
1958
Bay Harbor Wealth Management
Maryland
$3K +$3.19K +25 New
CF
1959
Centaurus Financial
California
$2.29K -$13.9K -109 -24%
C
1960
Cerebellum
California
$2K -$306K -2,399 -99%
DWA
1961
Dougherty Wealth Advisers
Minnesota
$2K
MWC
1962
MBM Wealth Consultants
Missouri
$2K
LFASL
1963
Lugano Financial Advisors SA (LFA)
Switzerland
$2K +$2.42K +19 New
WA
1964
WP Advisors
California
$1.23K +$116K +913 New
CT
1965
Chicago Trust
Illinois
$1.06K +$33.3K +261 +3%
EAM
1966
Eukles Asset Management
Ohio
$1K
FMP
1967
Financial Management Professionals
Texas
$1K
GTAM
1968
Global Trust Asset Management
Florida
$1K
WAS
1969
WESPAC Advisors SoCal
California
$1K
NR
1970
Newfound Research
Massachusetts
$1K +$127 +1 +14%
TWM
1971
Titus Wealth Management
California
$771 +$7.39K +58 +1%
BFG
1972
Beacon Financial Group
Texas
$641 -$40.4K -317 -6%
Koshinski Asset Management
1973
Koshinski Asset Management
Illinois
$627 -$153K -1,199 -21%
JPLA
1974
Joseph P. Lucia & Associates
New York
$415 +$7.93M +62,242 New
ACA
1975
Ackerman Capital Advisors
Texas
$260 +$127 +1 +0.1%