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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
951
Financial Gravity Asset Management
Texas
$17K -$5.64K -120 -26%
GI
952
Gradient Investments
Minnesota
$17K -$5.08K -108 -24%
GSWM
953
Golden State Wealth Management
California
$17K – – –
TFS
954
TrustCore Financial Services
Tennessee
$17K +$7.29K +155 +79%
SBL
955
Sargent Bickham Lagudis
Colorado
$15K -$9.12K -194 -40%
BWP
956
Baldwin Wealth Partners
Massachusetts
$15K – – –
CAGAS
957
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
EWM
958
Edge Wealth Management
New York
$15K – – –
FIB
959
First Interstate Bank
Montana
$15K – – –
NCM
960
Nelson Capital Management
California
$15K – – –
RFM
961
Royal Fund Management
Florida
$15K +$94 +2 +0.6%
NCM
962
Next Capital Management
New York
$15K +$13.8K +294 New
AAP
963
Arax Advisory Partners
Colorado
$15K +$14.2K +303 New
LGWM
964
Litman Gregory Wealth Management
California
$15K +$14.6K +310 New
LWCFA
965
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
KTC
966
Kistler-Tiffany Companies
Pennsylvania
$14K +$8.93K +190 +190%
BFC
967
Bedel Financial Consulting
Indiana
$13K – – –
Barrow, Hanley, Mewhinney & Strauss
968
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K – – –
FRA
969
Front Row Advisors
California
$12K – – –
MWM
970
Mascoma Wealth Management
New Hampshire
$12K – – –
BL
971
Balentine LLC
Georgia
$12K +$4.75K +101 +74%
SA
972
SRH Advisors
Kansas
$12K +$11.3K +241 New
FANJ
973
Financial Architects (New Jersey)
New Jersey
$11K -$18K -382 -62%
LWM
974
Lenox Wealth Management
Ohio
$11K -$7.05K -150 -40%
BWL
975
Bogart Wealth LLC
Virginia
$11K – – –