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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2201
Wealthcare Capital Management
Virginia
$35K
WAM
2202
Watermark Asset Management
California
$32K
CPA
2203
Cowen Prime Advisors
New York
$31K
CJA
2204
C-J Advisory
California
$30K
SFA
2205
Spectrum Financial Alliance
Kentucky
$30K
NCM
2206
New Capital Management
Texas
$30K +$71 +1 +0.2%
FEG
2207
Financial Enhancement Group
Indiana
$28K
LWS
2208
Lucia Wealth Services
California
$25K -$78K -1,105 -76%
HWM
2209
Holloway Wealth Management
Florida
$25K
STB
2210
S&T Bank
Pennsylvania
$25K +$24.2K +343 New
BL
2211
Balentine LLC
Georgia
$24K
CAGAS
2212
Capital Advisory Group Advisory Services
Minnesota
$24K
ICOM
2213
Investment Counselors of Maryland
Maryland
$24K
RWM
2214
Raffa Wealth Management
District of Columbia
$22.8K
GWA
2215
Guidant Wealth Advisors
Illinois
$22K -$3.53K -50 -14%
MIM
2216
Macroview Investment Management
Maryland
$22K
RFWA
2217
RPg Family Wealth Advisory
Massachusetts
$21.7K
1NWS
2218
1 North Wealth Services
Maryland
$20K +$19.6K +278 New
CWM
2219
Catamount Wealth Management
Connecticut
$19K -$19.2K -272 -51%
FRA
2220
Front Row Advisors
California
$19K -$17.2K -243 -49%
NCM
2221
Next Capital Management
New York
$19K +$18.5K +262 New
UB
2222
UMB Bank
Missouri
$18.1K +$1.76M +24,961 +11%
KL
2223
KWMG LLC
Kansas
$18K -$565 -8 -3%
AJ
2224
Ashburton (Jersey)
Jersey
$17.5K -$3.15M -44,661 -16%
BCM
2225
Brasada Capital Management
Texas
$16K -$6.14K -87 -29%