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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
301
Intercontinental Wealth Advisors
Texas
$37K +$2.45K +200 +8%
VFA
302
Valeo Financial Advisors
Indiana
$36K +$24.5K +2,000 +400%
CCA
303
Catalyst Capital Advisors
New York
$34K +$8.16K +667 +39%
TFS
304
TrustCore Financial Services
Tennessee
$32K – – –
CA
305
Crewe Advisors
Utah
$29K – – –
ACA
306
Atlas Capital Advisors
Wyoming
$28.6K +$24.5K +2,000 New
PCA
307
Providence Capital Advisors
North Carolina
$27K -$12.2K -1,000 -35%
PCIA
308
Prime Capital Investment Advisors
Kansas
$27K +$23.2K +1,900 New
CWA
309
Clarus Wealth Advisors
Arizona
$23K – – –
ARMC
310
American Research & Management Company
Massachusetts
$22K – – –
EDRH
311
Edmond de Rothschild Holding
Switzerland
$21K – – –
CIA
312
Cascade Investment Advisors
Oregon
$20.7K – – –
AF
313
Allworth Financial
California
$20K -$1.22K -100 -7%
JG
314
Jefferies Group
New York
$20K +$17.1K +1,400 New
WEC
315
Winslow Evans & Crocker
Massachusetts
$18K – – –
TL
316
TrueWealth LLC
Georgia
$16K – – –
GRP
317
Global Retirement Partners
California
$15K -$30.9K -2,525 -71%
GWMIA
318
Global Wealth Management Investment Advisory
Florida
$15K -$7.7K -630 -37%
WAS
319
Winch Advisory Services
Wisconsin
$15K – – –
BWM
320
BerganKDV Wealth Management
Minnesota
$14K – – –
JCM
321
Jacobi Capital Management
Pennsylvania
$14K – – –
KPCM
322
Kings Point Capital Management
New York
$14K – – –
SCA
323
Stuart Chaussee & Associates
California
$14K – – –
SCA
324
Stonebridge Capital Advisors
Minnesota
$14K +$12.2K +1,000 New
FHA
325
First Horizon Advisors
Tennessee
$10K – – –
11 12
13
14 15