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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
AIC
502
Ameritas Investment Company
Nebraska
$20K +$18.6K +302 New
MUS
503
Mitsubishi UFJ Securities
Japan
$19K – – –
BCA
504
Berman Capital Advisors
Georgia
$17K – – –
FPS
505
Fieldpoint Private Securities
Connecticut
$17K – – –
JWA
506
JFS Wealth Advisors
Pennsylvania
$17K – – –
LWM
507
Lenox Wealth Management
Ohio
$17K – – –
CIAS
508
Capital Investment Advisory Services
North Carolina
$16K +$307 +5 +2%
GI
509
Gradient Investments
Minnesota
$15K +$1.29K +21 +10%
KFS
510
Kelly Financial Services
Massachusetts
$14.4K -$307 -5 -2%
JPLA
511
Joseph P. Lucia & Associates
New York
$14K -$93.9K -1,527 -87%
VFA
512
Valeo Financial Advisors
Indiana
$14K -$7.44K -121 -34%
HGWM
513
Harvest Group Wealth Management
Massachusetts
$14K – – –
ZB
514
Zions Bancorporation
Utah
$14K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$14K +$61 +1 +0.4%
AF
516
Allworth Financial
California
$13K -$7.81K -127 -37%
AWM
517
Avondale Wealth Management
Texas
$13K – – –
BWM
518
BerganKDV Wealth Management
Minnesota
$13K – – –
TCM
519
Tradewinds Capital Management
Washington
$13K – – –
LFG
520
LifePlan Financial Group
Ohio
$13K +$6.15K +100 +88%
WC
521
Weil Company
California
$13K +$12.3K +200 New
AA
522
Advisory Alpha
Michigan
$12.3K +$12.1K +197 New
HIIFS
523
Harel Insurance Investments & Financial Services
Israel
$12K – – –
BFC
524
Bedel Financial Consulting
Indiana
$10K – – –
TWA
525
TCI Wealth Advisors
Arizona
$10K – – –
19 20
21
22 23