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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$27K
CTC
302
Central Trust Company
Missouri
$24K
FANJ
303
Financial Architects (New Jersey)
New Jersey
$24K
CCM
304
Covington Capital Management
California
$24K +$25.6K +872 New
C
305
Cerebellum
California
$23K +$24K +819 New
GRP
306
Global Retirement Partners
California
$22K
TFA
307
Toth Financial Advisory
Virginia
$22K
CIAS
308
Capital Investment Advisory Services
North Carolina
$18K +$9.79K +334 +111%
DAM
309
Delta Asset Management
Tennessee
$16K +$410 +14 +3%
RIA
310
Realta Investment Advisors
Delaware
$16K +$9.96K +340 +156%
SBL
311
Sargent Bickham Lagudis
Colorado
$15K
GWAG
312
Garrett Wealth Advisory Group
Texas
$14K +$14.7K +500 New
CH
313
Canton Hathaway
Rhode Island
$14K +$14.9K +510 New
BCA
314
Berman Capital Advisors
Georgia
$13K -$14K -479 -49%
CFB
315
Cullen/Frost Bankers
Texas
$12K
BSG
316
Black Swift Group
Colorado
$10K
TCOV
317
Trust Company of Vermont
Vermont
$9K
1NWS
318
1 North Wealth Services
Maryland
$9K +$9.82K +335 New
EWA
319
Evolution Wealth Advisors
Florida
$9K +$9.9K +338 New
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$8K
AIS
321
Accurate Investment Solutions
Pennsylvania
$7K +$176 +6 +2%
IWA
322
Intercontinental Wealth Advisors
Texas
$7K +$7.21K +246 New
ME
323
McIlrath & Eck
Washington
$7K +$7.47K +255 New
PCG
324
Private Capital Group
Connecticut
$6K -$7.41K -253 -56%
NSIM
325
North Star Investment Management
Illinois
$6K +$5.89K +201 New