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Name Holding Trade Value Shares
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Stake
LWA
2701
Lowe Wealth Advisors
Maryland
$71K
HWM
2702
HighMark Wealth Management
Minnesota
$69K
PG
2703
Proffitt & Goodson
Tennessee
$69K +$63.1K +302 New
NC
2704
NewSquare Capital
Pennsylvania
$68K -$314K -1,506 -83%
AFS
2705
Aft Forsyth & Sober
Florida
$68K +$62.6K +300 New
FRA
2706
Front Row Advisors
California
$67K -$2.3K -11 -4%
FWM
2707
Filbrandt Wealth Management
Wisconsin
$65K +$56.6K +271 +1,807%
CM
2708
Caption Management
Oklahoma
$61K
CFG
2709
CKW Financial Group
Hawaii
$59K -$303K -1,450 -85%
LAS
2710
Lloyd Advisory Services
Georgia
$59K -$8.35K -40 -13%
IF
2711
Ironwood Financial
Arizona
$59K
BWA
2712
Burt Wealth Advisors
Maryland
$59K +$1.25K +6 +2%
FWM
2713
FSA Wealth Management
Massachusetts
$59K +$9.39K +45 +21%
CFFP
2714
Center for Financial Planning
Michigan
$58K +$13.6K +65 +34%
HWA
2715
HHM Wealth Advisors
Tennessee
$55K
JGIA
2716
Jackson Grant Investment Advisers
Connecticut
$54K
SWM
2717
Sugarloaf Wealth Management
Georgia
$50K
RIA
2718
RPG Investment Advisory
California
$49K -$8.35K -40 -16%
DOA
2719
D'Orazio & Associates
Virginia
$48K
PFSC
2720
Peoples Financial Services Corp
Pennsylvania
$48K
VAIA
2721
Virtus Alternative Investment Advisers
Connecticut
$47K +$43K +206 New
SFG
2722
Sowa Financial Group
Rhode Island
$46K
WC
2723
Wexford Capital
Florida
$45K -$250K -1,196 -86%
ANBT
2724
American National Bank & Trust
Texas
$45K
CFN
2725
Cordasco Financial Network
Florida
$45K