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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1401
Capital Advisors Ltd
Ohio
$129K +$10.4K +214 +9%
BHWM
1402
Bay Harbor Wealth Management
Maryland
$129K -$1.36K -28 -1%
PWM
1403
Proathlete Wealth Management
Florida
$126K +$54.6K +1,125 +85%
AF
1404
Advisornet Financial
Minnesota
$124K +$3.93K +81 +3%
PWA
1405
Physician Wealth Advisors
Utah
$124K +$2.57K +53 +2%
CCWM
1406
Cassaday & Co Wealth Management
Virginia
$123K +$116K +2,389 New
ACA
1407
American Capital Advisory
Idaho
$121K +$1.26K +26 +1%
AGWCA
1408
Annis Gardner Whiting Capital Advisors
Florida
$120K +$8.15K +168 +8%
SI
1409
Sava Infond
Slovenia
$118K – – –
SR
1410
Syntax Research
Florida
$117K -$17K -351 -13%
BC
1411
Broadwater Capital
Massachusetts
$115K – – –
1IA
1412
1620 Investment Advisors
Massachusetts
$115K -$1.02K -21 -0.9%
WAU
1413
Wellington-Altus USA
Manitoba, Canada
$114K – – –
SWM
1414
SHP Wealth Management
Massachusetts
$113K +$7.72K +159 +8%
AIC
1415
Archer Investment Corporation
Indiana
$112K -$271K -5,577 -72%
ZBNA
1416
Zions Bancorporation, National Association
Utah
$112K -$244K -5,035 -70%
TIM
1417
Thompson Investment Management
Wisconsin
$108K – – –
FC
1418
Financial Consulate
Maryland
$106K +$3.15K +65 +3%
BOJHT
1419
Bank of Jackson Hole Trust
Wyoming
$106K +$87.6K +1,805 +689%
CTA
1420
Colonial Trust Advisors
South Carolina
$105K +$14.3K +295 +17%
CB
1421
Community Bank
New York
$105K – – –
PAP
1422
Persistent Asset Partners
Hong Kong
$103K -$388K -8,000 -80%
BCFD
1423
Boit C.F. David
$103K – – –
SC
1424
Solstein Capital
California
$103K – – –
JFA
1425
JNBA Financial Advisors
Minnesota
$100K – – –