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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
976
Thompson Siegel & Walmsley
Virginia
$15K – – –
FGAM
977
Financial Gravity Asset Management
Texas
$12K – – –
BCM
978
Bourgeon Capital Management
Connecticut
$12K +$12.1K +44 New
IRC
979
Investors Research Corp
Georgia
$12K +$12.7K +46 New
BWM
980
Baystate Wealth Management
Massachusetts
$11K – – –
H
981
Hexavest
Quebec, Canada
$11K – – –
CQS
982
Credential Qtrade Securities
$10.1K -$1.65K -6 -14%
EWA
983
Evolution Wealth Advisors
Florida
$10K – – –
GWS
984
Glassman Wealth Services
Virginia
$10K +$825 +3 +8%
BL
985
Balentine LLC
Georgia
$9K – – –
GWAG
986
Garrett Wealth Advisory Group
Texas
$8.24K +$8.53K +31 New
RCC
987
Red Cedar Capital
Nebraska
$8K – – –
PFGIA
988
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$6.33K +23 +383%
CFD
989
Creative Financial Designs
Indiana
$7K – – –
FFC
990
First Financial Corp
Indiana
$7K +$7.43K +27 New
TJHA
991
Thomas J. Herzfeld Advisors
Florida
$6K -$1.65K -6 -20%
VNA
992
Valley National Advisers
Pennsylvania
$6K – – –
SWM
993
Selective Wealth Management
Virginia
$6K +$6.05K +22 New
THWM
994
Taylor Hoffman Wealth Management
Virginia
$5K – – –
SCA
995
Stonebridge Capital Advisors
Minnesota
$5K +$4.68K +17 New
ME
996
McIlrath & Eck
Washington
$5K +$5.5K +20 New
RWM
997
Raffa Wealth Management
District of Columbia
$4.25K +$4.4K +16 New
APC
998
Aspire Private Capital
North Carolina
$4K – – –
PGAM
999
Princeton Global Asset Management
New Jersey
$4K – – –
PG
1000
Proffitt & Goodson
Tennessee
$4K – – –