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Name Holding Trade Value Shares
Change
Change in
Stake
DPA
1951
Delphi Private Advisors
California
$52K
PFGIA
1952
Patriot Financial Group Insurance Agency
Massachusetts
$50K -$51.6K -914 -51%
CFG
1953
CKW Financial Group
Hawaii
$49K -$1.24K -22 -3%
ME
1954
McIlrath & Eck
Washington
$48K -$27.8K -492 -37%
BCI
1955
Brinker Capital Investments
Pennsylvania
$42K +$27.5K +487 +208%
CWM
1956
Catamount Wealth Management
Connecticut
$41K +$169 +3 +0.5%
AA
1957
AlphaMark Advisors
Kentucky
$39K -$23.6K -419 -38%
PS
1958
Portfolio Strategies
New York
$37K -$31.9K -566 -47%
NCM
1959
Northstar Capital Management
New York
$36K -$100K -1,772 -74%
DOA
1960
D'Orazio & Associates
Virginia
$36K
HI
1961
Harrington Investments
California
$36K
CAGAS
1962
Capital Advisory Group Advisory Services
Minnesota
$34K -$10.7K -190 -24%
FWC
1963
First Washington Corp
Washington
$34K
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$34K
MIP
1965
Mondrian Investment Partners
United Kingdom
$32K -$31K -550 -50%
FFW
1966
Fusion Family Wealth
New York
$32K +$113 +2 +0.4%
NL
1967
NVWM LLC
Pennsylvania
$31K
MCM
1968
Mainstay Capital Management
Michigan
$31K +$11.9K +211 +64%
RFWA
1969
RPg Family Wealth Advisory
Massachusetts
$30.7K +$29.9K +530 New
WCM
1970
Wealthcare Capital Management
Virginia
$28K
HWM
1971
Holloway Wealth Management
Florida
$27K
KC
1972
KHP Capital
Oklahoma
$27K
AP
1973
Arlington Partners
Alabama
$26K -$2.14K -38 -8%
WA
1974
WP Advisors
California
$26K +$24.8K +440 New
WAM
1975
Watermark Asset Management
California
$25K