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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1501
Arax Advisory Partners
Colorado
$101K +$18.8K +262 +21%
CFG
1502
CKW Financial Group
Hawaii
$100K
ACM
1503
Aviance Capital Management
Florida
$100K +$109K +1,524 New
FCA
1504
Florence Capital Advisors
New York
$97K
CWM
1505
Catamount Wealth Management
Connecticut
$95K
FC
1506
Ferris Capital
Massachusetts
$95K +$103K +1,443 New
GBBWRPM
1507
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$94K +$25.4K +355 +33%
LF
1508
Lee Financial
Texas
$94K +$43.6K +608 +74%
FPFS
1509
First Personal Financial Services
North Carolina
$93K -$34.5K -481 -25%
ARMC
1510
American Research & Management Company
Massachusetts
$89K
EWM
1511
Edge Wealth Management
New York
$89K
SA
1512
SRH Advisors
Kansas
$89K
PMFA
1513
Plante Moran Financial Advisors
Michigan
$85K -$2.22K -31 -2%
ACM
1514
Armbruster Capital Management
New York
$85K +$67.6K +944 +270%
BWA
1515
Burt Wealth Advisors
Maryland
$83K
CAW
1516
Cornerstone Advisors (Washington)
Washington
$82K -$72.2K -1,008 -45%
KPCM
1517
Kings Point Capital Management
New York
$76K -$1.64M -22,825 -95%
SEC
1518
Seven Eight Capital
New York
$75K +$81.3K +1,134 New
HI
1519
Hudock Inc
Pennsylvania
$72K -$1.29K -18 -2%
AF
1520
Allworth Financial
California
$70K -$1.29K -18 -2%
BCI
1521
Brinker Capital Investments
Pennsylvania
$69K
EAM
1522
Exane Asset Management
France
$68.1K +$74.2K +1,035 New
CPIG
1523
Chicago Partners Investment Group
Illinois
$67K -$122K -1,700 -68%
HRC
1524
Hoertkorn Richard Charles
$66K -$14.3K -200 -17%
PCTC
1525
Perkins Coie Trust Company
Washington
$66K