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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1901
Wealthcare Capital Management
Virginia
$30K – – –
AWMS
1902
Advocacy Wealth Management Services
Georgia
$29K – – –
CJA
1903
C-J Advisory
California
$29K – – –
HWM
1904
Holloway Wealth Management
Florida
$28K – – –
CPIG
1905
Chicago Partners Investment Group
Illinois
$23K -$273K -4,491 -92%
IF
1906
Ironwood Financial
Arizona
$23K +$183 +3 +0.8%
HWP
1907
Hefty Wealth Partners
Indiana
$22K – – –
FCA
1908
Florence Capital Advisors
New York
$20K – – –
WAP
1909
Wealthcare Advisory Partners
Pennsylvania
$19K -$6.82K -112 -27%
PCFFS
1910
Pacific Center for Financial Services
California
$19K – – –
RBC
1911
Roble Belko & Company
Pennsylvania
$19K – – –
IWM
1912
IHT Wealth Management
Illinois
$18K +$313K +5,143 +198%
SIA
1913
SeaBridge Investment Advisors
New Jersey
$16K – – –
SAM
1914
Shamrock Asset Management
Texas
$16K – – –
FPA
1915
Fieldpoint Private Advisors
New York
$16K +$15.9K +262 New
UWPG
1916
Ullmann Wealth Partners Group
Florida
$15K – – –
RFWA
1917
RPg Family Wealth Advisory
Massachusetts
$14.3K +$14.2K +234 New
BCI
1918
Brinker Capital Investments
Pennsylvania
$14K – – –
HCC
1919
Hirtle Callaghan & Co
Pennsylvania
$12K -$2.8K -46 -19%
RWM
1920
Raffa Wealth Management
District of Columbia
$11.8K – – –
SCA
1921
Stuart Chaussee & Associates
California
$11K – – –
WAS
1922
Winch Advisory Services
Wisconsin
$9K +$61 +1 +0.7%
NCM
1923
New Capital Management
Texas
$8K – – –
HS
1924
Horan Securities
United States
$7K – – –
IDBONY
1925
Israel Discount Bank of New York
New York
$6K – – –