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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1876
Nelson Capital Management
California
$79K -$35.8K -130 -31%
IWA
1877
Intercontinental Wealth Advisors
Texas
$79K -$9.64K -35 -11%
CAL
1878
Capital Advisors Ltd
Ohio
$79K – – –
IBOK
1879
Independence Bank of Kentucky
Kentucky
$77K – – –
JG
1880
Jefferies Group
New York
$76K -$2.09M -7,590 -96%
M
1881
MOTCO
Texas
$76K -$128K -463 -62%
AWM
1882
AllSquare Wealth Management
New York
$75K -$5.24K -19 -6%
GWAG
1883
Garrett Wealth Advisory Group
Texas
$74.7K +$75.8K +275 New
TF
1884
TimeScale Financial
Massachusetts
$71K – – –
KIG
1885
Kessler Investment Group
Indiana
$70K +$5.51K +20 +8%
ST
1886
Sageworth Trust
Pennsylvania
$68K – – –
RWM
1887
Raffa Wealth Management
District of Columbia
$58.4K +$59.2K +215 New
JWM
1888
Janiczek Wealth Management
Colorado
$58K +$38.6K +140 +187%
JFA
1889
JNBA Financial Advisors
Minnesota
$57K – – –
BCI
1890
Brinker Capital Investments
Pennsylvania
$55K -$425K -1,542 -88%
SIAP
1891
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K – – –
LB
1892
Legacy Bridge
Iowa
$54K +$19.3K +70 +54%
BL
1893
Balentine LLC
Georgia
$54K +$28.9K +105 +112%
CDIA
1894
Capital Directions Investment Advisors
Georgia
$54K +$55.1K +200 New
BHWM
1895
Bay Harbor Wealth Management
Maryland
$52K -$3.31K -12 -6%
HDIM
1896
Hanson & Doremus Investment Management
Vermont
$51K – – –
CJA
1897
C-J Advisory
California
$47K -$22K -80 -32%
CAGAS
1898
Capital Advisory Group Advisory Services
Minnesota
$44K +$6.61K +24 +18%
JGIA
1899
Jackson Grant Investment Advisers
Connecticut
$42K – – –
RFM
1900
Royal Fund Management
Florida
$41K -$19K -69 -31%