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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1501
LifePlan Financial Group
Ohio
$27K +$27.3K +472 New
PWM
1502
Perigon Wealth Management
California
$25K -$13K -225 -34%
VEA
1503
Virtus ETF Advisers
New York
$25K – – –
ML
1504
McAdam LLC
Pennsylvania
$25K +$24.9K +430 New
MWM
1505
Mascoma Wealth Management
New Hampshire
$24K – – –
MUS
1506
Mitsubishi UFJ Securities
Japan
$24K – – –
AWMS
1507
Advocacy Wealth Management Services
Georgia
$23K – – –
KLWA
1508
Kelly Lawrence W & Associates
California
$23K – – –
TC
1509
Trust Company
Kansas
$23K – – –
GWA
1510
Guidant Wealth Advisors
Illinois
$23K +$1.1K +19 +5%
CAGAS
1511
Capital Advisory Group Advisory Services
Minnesota
$23K +$23.5K +406 New
CA
1512
Crewe Advisors
Utah
$22K – – –
BCP
1513
Blackhawk Capital Partners
Wisconsin
$22K +$18.8K +325 +533%
BDWM
1514
Brewin Dolphin Wealth Management
Ireland
$21.4K – – –
ECM
1515
Estabrook Capital Management
New York
$21.4K – – –
Group One Trading
1516
Group One Trading
Illinois
$21K -$675K -11,670 -97%
LFA
1517
Legacy Financial Advisors
Kentucky
$21K +$2.89K +50 +16%
LWA
1518
Lenox Wealth Advisors
New York
$21K +$20.9K +362 New
CTB
1519
Country Trust Bank
Illinois
$19K – – –
MPPLM
1520
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$19K – – –
FMP
1521
Financial Management Professionals
Texas
$18K – – –
AWM
1522
Avondale Wealth Management
Texas
$17K – – –
CAL
1523
Capital Advisors Ltd
Ohio
$17K – – –
SIA
1524
SeaBridge Investment Advisors
New Jersey
$17K – – –
TDC
1525
Thompson Davis & Co
Virginia
$16K -$179K -3,090 -92%