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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
976
Burt Wealth Advisors
Maryland
$11K – – –
JFA
977
JNBA Financial Advisors
Minnesota
$11K – – –
QAM
978
QCI Asset Management
New York
$11K – – –
TIM
979
Tortoise Investment Management
New York
$11K – – –
VCM
980
Versant Capital Management
Arizona
$10K -$1.03K -22 -10%
BWM
981
Baystate Wealth Management
Massachusetts
$10K +$47 +1 +0.5%
BAMG
982
Brand Asset Management Group
Missouri
$9K – – –
WCM
983
Whitener Capital Management
North Carolina
$9K – – –
CB
984
Community Bank
New York
$8K -$8.51K -181 -54%
ACS
985
Archford Capital Strategies
Illinois
$8K – – –
ACM
986
AUA Capital Management
Pennsylvania
$8K – – –
CBT
987
Capital Bank & Trust
California
$8K – – –
JPLA
988
Joseph P. Lucia & Associates
New York
$8K – – –
PMFA
989
Plante Moran Financial Advisors
Michigan
$8K – – –
SIM
990
Sonora Investment Management
Arizona
$8K – – –
DWM
991
Destination Wealth Management
California
$8K +$7.14K +152 New
SQA
992
Simon Quick Advisors
New Jersey
$7.7K +$7.29K +155 New
CBT
993
Central Bank & Trust
Kentucky
$7K – – –
MWC
994
MBM Wealth Consultants
Missouri
$7K – – –
OFS
995
Orrstown Financial Services
Pennsylvania
$7K – – –
EWA
996
Evolution Wealth Advisors
Florida
$7K +$6.16K +131 New
DWM
997
Doyle Wealth Management
Florida
$7K +$6.53K +139 New
HR
998
Howe & Rusling
New York
$6K – – –
W
999
WealthStone
Ohio
$5.41K +$5.12K +109 New
SFA
1000
Semmax Financial Advisors
North Carolina
$5K -$29.4K -625 -86%