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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
326
Lenox Wealth Advisors
New York
$25K – – –
BCA
327
Berman Capital Advisors
Georgia
$23K +$6.44K +570 +40%
POIA
328
Pin Oak Investment Advisors
Texas
$22K – – –
WT
329
Whittier Trust
California
$21K – – –
GSWM
330
Golden State Wealth Management
California
$21K +$56 +5 +0.3%
HGWM
331
Harvest Group Wealth Management
Massachusetts
$20K – – –
BL
332
Balentine LLC
Georgia
$20K +$2.65K +235 +16%
THWM
333
Taylor Hoffman Wealth Management
Virginia
$18K – – –
TRCT
334
Tower Research Capital (TRC)
New York
$18K +$8.7K +770 +100%
FRA
335
Front Row Advisors
California
$17K +$3.73K +330 +29%
PMFA
336
Plante Moran Financial Advisors
Michigan
$17K +$7.23K +640 +81%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
SFS
338
Sowell Financial Services
Arkansas
$16K +$15.8K +1,395 New
EWM
339
Endurance Wealth Management
Rhode Island
$15K -$2.82K -250 -17%
NFG
340
Next Financial Group
Texas
$15K – – –
HR
341
Howe & Rusling
New York
$15K +$4.01K +355 +40%
CFA
342
Carroll Financial Associates
North Carolina
$14K +$14.3K +1,265 New
SFA
343
Semmax Financial Advisors
North Carolina
$13K +$2.65K +235 +26%
AM
344
Atwater Malick
Pennsylvania
$13K +$12K +1,060 New
AF
345
Allworth Financial
California
$12K – – –
DAM
346
Delta Asset Management
Tennessee
$12K – – –
WEC
347
Winslow Evans & Crocker
Massachusetts
$12K – – –
HNB
348
Huntington National Bank
Ohio
$10K – – –
ATC
349
Adirondack Trust Company
New York
$9K – – –
IAS
350
IMA Advisory Services
Colorado
$9K – – –