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Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
301
First Command Financial Services
Texas
$72K – – –
WEC
302
Winslow Evans & Crocker
Massachusetts
$72K – – –
SPIA
303
Steward Partners Investment Advisory
New York
$70K -$5.66K -400 -8%
GSC
304
G&S Capital
Colorado
$66K – – –
GWM
305
Geneos Wealth Management
Colorado
$60K -$166K -11,710 -74%
CF
306
Centaurus Financial
California
$60K +$58K +4,100 New
JA
307
JOYN Advisors
Georgia
$60K +$58.6K +4,140 New
EA
308
Edge Advisors
Georgia
$59K +$58K +4,100 New
CLOS
309
Compagnie Lombard Odier SCmA
Switzerland
$58K – – –
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
CI
311
CX Institutional
Indiana
$50K +$48.8K +3,450 New
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$47K +$24.8K +1,750 +121%
TL
313
TrueWealth LLC
Georgia
$44K – – –
CCM
314
Covington Capital Management
California
$41K +$425 +30 +1%
WAM
315
Wealthspire Advisors (Maryland)
Maryland
$34K +$18.4K +1,300 +130%
ME
316
McIlrath & Eck
Washington
$31K – – –
NSIM
317
North Star Investment Management
Illinois
$31K – – –
BFEC
318
Benjamin F. Edwards & Company
Missouri
$29K – – –
TCM
319
Tradewinds Capital Management
Washington
$29K +$283 +20 +1%
PCG
320
Private Capital Group
Connecticut
$29K +$28.3K +2,000 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$28K +$27.5K +1,940 New
CFD
322
Creative Financial Designs
Indiana
$25K – – –
LFG
323
LifePlan Financial Group
Ohio
$24K – – –
FA
324
Fortis Advisors
Pennsylvania
$22K – – –
RFA
325
Reilly Financial Advisors
California
$22K – – –