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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
801
Beverly Hills Private Wealth
California
$659K -$10.8K -111 -2%
SSB
802
Sandy Spring Bank
Maryland
$658K – – –
TFA
803
Toth Financial Advisory
Virginia
$654K +$1.65K +17 +0.3%
AFA
804
AA Financial Advisors
Ohio
$653K +$8.36K +86 +1%
GCP
805
Gill Capital Partners
Colorado
$652K +$97 +1 +0%
SIA
806
Soltis Investment Advisors
Utah
$645K +$316K +3,249 +115%
HC
807
Henshaw Capital
Massachusetts
$644K -$166K -1,703 -22%
LAS
808
Legacy Advisory Services
Pennsylvania
$638K -$29.2K -300 -5%
BP
809
BBR Partners
New York
$638K – – –
NP
810
NorthRock Partners
Minnesota
$638K -$36.9K -379 -6%
HSA
811
HBK Sorce Advisory
Pennsylvania
$636K +$59.2K +609 +11%
WFI
812
West Family Investments
California
$635K -$12.1K -124 -2%
GAMC
813
Garner Asset Management Corp
Texas
$634K – – –
MC
814
Moors & Cabot
Massachusetts
$632K -$62K -637 -10%
GWM
815
GK Wealth Management
Nevada
$631K +$578K +5,939 New
CP
816
Castleview Partners
Texas
$630K -$74.8K -769 -12%
FP
817
Fiduciary Planning
Florida
$630K +$576K +5,921 New
CPC
818
Congress Park Capital
New York
$625K -$41.3K -425 -7%
WP
819
WMS Partners
Maryland
$623K – – –
PCG
820
Prosperity Consulting Group
Maryland
$619K +$566K +5,820 New
1WA
821
180 Wealth Advisors
Washington
$617K -$3.89K -40 -0.7%
BCG
822
Breakwater Capital Group
New Jersey
$616K – – –
DI
823
Diligent Investors
California
$614K -$4.38K -45 -0.8%
USCWA
824
U.S. Capital Wealth Advisors
Texas
$609K +$557K +5,724 New
NWA
825
New World Advisors
Massachusetts
$608K -$10.3K -106 -2%
31 32
33
34 35