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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
326
Winslow Evans & Crocker
Massachusetts
$82K +$66.7K +4,740 +447%
SWM
327
SeaCrest Wealth Management
New York
$77K -$2.25K -160 -3%
FANJ
328
Financial Architects (New Jersey)
New Jersey
$77K – – –
AF
329
Advisornet Financial
Minnesota
$74K +$75.3K +5,350 New
AAP
330
Arax Advisory Partners
Colorado
$71K -$6.62K -470 -8%
GWM
331
Geneos Wealth Management
Colorado
$69K +$5.63K +400 +8%
FCB
332
First Command Bank
Texas
$68K – – –
FCFS
333
First Command Financial Services
Texas
$68K – – –
CFG
334
CKW Financial Group
Hawaii
$64K +$32K +2,270 +98%
GSC
335
G&S Capital
Colorado
$62K – – –
CI
336
CX Institutional
Indiana
$62K +$14.1K +1,000 +29%
CCM
337
Covington Capital Management
California
$56K – – –
EWA
338
Evolution Wealth Advisors
Florida
$56K +$56.4K +4,010 New
JA
339
JOYN Advisors
Georgia
$55K – – –
WWM
340
Willingdon Wealth Management
North Carolina
$55K +$56.3K +4,000 New
CLM
341
ClearBridge LLC (Maryland)
Maryland
$54K – – –
ME
342
McIlrath & Eck
Washington
$54K +$25.1K +1,780 +83%
SWP
343
Strategic Wealth Partners
Ohio
$47K +$32.4K +2,300 +307%
CFGS
344
Concourse Financial Group Securities
Alabama
$44K +$11.8K +840 +35%
BBHC
345
Brown Brothers Harriman & Co
New York
$43K +$22K +1,560 +101%
TL
346
TrueWealth LLC
Georgia
$42K – – –
RFC
347
Regions Financial Corp
Alabama
$39K -$49.3K -3,500 -55%
CLOS
348
Compagnie Lombard Odier SCmA
Switzerland
$37K -$70.4K -5,000 -65%
RFA
349
Reilly Financial Advisors
California
$36K +$14.1K +1,000 +64%
BTNA
350
Bremer Trust National Association
Minnesota
$36K +$36.9K +2,620 New