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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
276
Delta Asset Management
Tennessee
$20K – – –
PWMG
277
Prestige Wealth Management Group
New Jersey
$20K +$19.9K +168 New
AF
278
Advisornet Financial
Minnesota
$19K -$10.7K -90 -36%
MSA
279
Marino Stram & Associates
Massachusetts
$19K – – –
SBL
280
Sargent Bickham Lagudis
Colorado
$19K – – –
RFA
281
Reilly Financial Advisors
California
$18K -$53.8K -454 -75%
CA
282
Claro Advisors
Massachusetts
$18K +$17.2K +145 New
CCM
283
Covington Capital Management
California
$17K – – –
CAM
284
Cresset Asset Management
Illinois
$17K +$17.3K +146 New
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
$16K – – –
AC
286
Avestar Capital
New York
$15K -$5.33K -45 -23%
WT
287
Whittier Trust
California
$15K – – –
HR
288
Howe & Rusling
New York
$14K +$948 +8 +7%
WCM
289
Wealthcare Capital Management
Virginia
$13K – – –
PCIA
290
Prime Capital Investment Advisors
Kansas
$13K +$13.3K +112 New
CHP
291
Cable Hill Partners
Oregon
$12K – – –
HT
292
Heritage Trust
Oklahoma
$12K – – –
CAC
293
Certified Advisory Corp
Florida
$12K +$118 +1 +1%
ESB
294
Essex Savings Bank
Connecticut
$12K +$11.8K +100 New
GWMIA
295
Global Wealth Management Investment Advisory
Florida
$12K +$11.8K +100 New
NIT
296
NumerixS Investment Technologies
British Columbia, Canada
$12K +$11.8K +100 New
SWA
297
Sutton Wealth Advisors
Florida
$11.6K – – –
OFW
298
Omnia Family Wealth
Florida
$11K – – –
RIA
299
RPG Investment Advisory
California
$11K – – –
OIA
300
OneDigital Investment Advisors
Kansas
$10K +$237 +2 +2%
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