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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1301
Winch Advisory Services
Wisconsin
$115K – – –
LWS
1302
Lucia Wealth Services
California
$115K +$116K +1,314 New
TDC
1303
Thompson Davis & Co
Virginia
$112K -$22K -250 -16%
AA
1304
AlphaMark Advisors
Kentucky
$112K – – –
WAM
1305
Wolverine Asset Management
Illinois
$111K -$868K -9,859 -89%
WTB
1306
Washington Trust Bank
Washington
$111K -$70.1K -796 -39%
GRP
1307
Global Retirement Partners
California
$107K -$26.4K -300 -20%
AIM
1308
Advantage Investment Management
Iowa
$107K +$40.3K +458 +61%
CAGAS
1309
Capital Advisory Group Advisory Services
Minnesota
$106K +$9.25K +105 +10%
CHC
1310
City Holding Co
West Virginia
$103K – – –
WAP
1311
Wealthcare Advisory Partners
Pennsylvania
$103K +$11.5K +131 +13%
WCM
1312
Whitener Capital Management
North Carolina
$102K +$103K +1,170 New
CFGS
1313
Concourse Financial Group Securities
Alabama
$100K +$101K +1,144 New
BRC
1314
Bell Rock Capital
Delaware
$99K -$29.5K -335 -23%
SBL
1315
Sargent Bickham Lagudis
Colorado
$95K +$8.63K +98 +10%
NC
1316
NewSquare Capital
Pennsylvania
$94K – – –
CPA
1317
Cowen Prime Advisors
New York
$91K – – –
LWM
1318
Lenox Wealth Management
Ohio
$89K -$1.23K -14 -1%
CG
1319
Cutler Group
California
$87K – – –
APP
1320
Avantax Planning Partners
Iowa
$86K +$85.8K +974 New
KJWM
1321
Kiley Juergens Wealth Management
Washington
$85K +$14.9K +169 +21%
FPS
1322
Fieldpoint Private Securities
Connecticut
$83K – – –
NPP
1323
New Potomac Partners
Maryland
$79K -$17.6K -200 -18%
DSC
1324
Duncker Streett & Co
Missouri
$79K – – –
OIA
1325
Optimum Investment Advisors
Illinois
$79K – – –
51 52
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