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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
601
Reilly Financial Advisors
California
$12K -$4.29K -100 -25%
GWM
602
Geneos Wealth Management
Colorado
$12K – – –
GFP
603
Gryphon Financial Partners
Ohio
$12K – – –
KA
604
Kaizen Advisory
Illinois
$12K – – –
MCA
605
Mercer Capital Advisers
New Jersey
$12K – – –
CAPTRUST Financial Advisors
606
CAPTRUST Financial Advisors
North Carolina
$11K -$1.59K -37 -11%
TDC
607
Thompson Davis & Co
Virginia
$11K – – –
TL
608
TrueWealth LLC
Georgia
$11K – – –
CWM
609
Catamount Wealth Management
Connecticut
$10K – – –
TFO
610
Tarbox Family Office
California
$10K – – –
FMA
611
FNY Managed Accounts
New York
$10K +$4.04K +94 +58%
WEC
612
Winslow Evans & Crocker
Massachusetts
$9.91K – – –
GAM
613
Gemmer Asset Management
California
$9K – – –
BAM
614
Bruderman Asset Management
New York
$9K +$9.11K +212 New
LFA
615
Legacy Financial Advisors
Kentucky
$8K – – –
WA
616
WealthTrust-Arizona
Arizona
$8K – – –
PFBT
617
Parkside Financial Bank & Trust
Missouri
$7K +$1.46K +34 +24%
PW
618
Price Wealth
Texas
$6K -$6.4K -149 -50%
AF
619
Allworth Financial
California
$6K – – –
PMFA
620
Plante Moran Financial Advisors
Michigan
$5K -$3.18K -74 -38%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
PGA
622
Premia Global Advisors
Florida
$5K – – –
ACS
623
Archford Capital Strategies
Illinois
$5K +$4.47K +104 New
APSP
624
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$4.81K +112 New
WPA
625
West Paces Advisors
Georgia
$4.65K – – –