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Name Holding Trade Value Shares
Change
Change in
Stake
NPP
2176
New Potomac Partners
Maryland
$38K – – –
AA
2177
AlphaMark Advisors
Kentucky
$37K -$14.6K -299 -28%
TC
2178
Trilogy Capital
California
$35K +$1.85K +38 +5%
CAL
2179
Capital Advisors Ltd
Ohio
$33K – – –
AWM
2180
Avondale Wealth Management
Texas
$30K – – –
DWA
2181
Divergent Wealth Advisors
Utah
$30K – – –
TWMP
2182
Taylor Wealth Management Partners
Massachusetts
$29K -$2.43K -50 -8%
WAS
2183
Winch Advisory Services
Wisconsin
$29K -$2.14K -44 -7%
FL
2184
Fort LP
Maryland
$27K +$28K +576 New
WCM
2185
Wealthcare Capital Management
Virginia
$26K – – –
CWM
2186
Catamount Wealth Management
Connecticut
$25K -$14.6K -300 -37%
Loomis, Sayles & Company
2187
Loomis, Sayles & Company
Massachusetts
$25K +$25.9K +532 New
HFM
2188
Harvest Fund Management
China
$24K -$158K -3,241 -87%
AWMS
2189
Advocacy Wealth Management Services
Georgia
$23K – – –
LWS
2190
Lucia Wealth Services
California
$21K +$3.5K +72 +19%
RCG
2191
Ruggie Capital Group
Florida
$20K -$487 -10 -2%
SAM
2192
Shamrock Asset Management
Texas
$19K – – –
NIM
2193
NuWave Investment Management
New Jersey
$17K -$533K -10,950 -97%
IAS
2194
IMA Advisory Services
Colorado
$17K -$3.65K -75 -17%
HCM
2195
Horrell Capital Management
Arkansas
$16K – – –
GWA
2196
Guidant Wealth Advisors
Illinois
$15K – – –
Financial Engines Advisors
2197
Financial Engines Advisors
California
$14K -$49 -1 -0.3%
NC
2198
NewSquare Capital
Pennsylvania
$14K – – –
BCM
2199
Brasada Capital Management
Texas
$14K +$14.6K +299 New
DPA
2200
Delphi Private Advisors
California
$13K – – –