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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
301
RPG Investment Advisory
California
$18K – – –
LWA
302
Lenox Wealth Advisors
New York
$18K +$18.1K +145 New
AIM
303
Anchor Investment Management
South Carolina
$17.8K – – –
WT
304
Whittier Trust
California
$16K – – –
TA
305
Teachers Advisors
New York
$16K +$15.7K +126 New
EA
306
Edge Advisors
Georgia
$15K +$14.7K +118 New
WCM
307
Wealthcare Capital Management
Virginia
$14K – – –
ASN
308
Advisory Services Network
Georgia
$14K +$873 +7 +7%
BWA
309
BDO Wealth Advisors
Florida
$13K – – –
HT
310
Heritage Trust
Oklahoma
$13K – – –
OIA
311
OneDigital Investment Advisors
Kansas
$13K – – –
GEA
312
Glen Eagle Advisors
New Jersey
$12.8K -$74.8K -600 -86%
SWA
313
Sutton Wealth Advisors
Florida
$12.7K – – –
OFW
314
Omnia Family Wealth
Florida
$12K – – –
WC
315
Whitnell & Co
Illinois
$12K +$11.3K +91 New
CAC
316
Certified Advisory Corp
Florida
$12K +$12.5K +100 New
PWM
317
Paulson Wealth Management
Illinois
$11K +$10.5K +84 New
MA
318
MCF Advisors
Kentucky
$10K -$6.23K -50 -39%
LWM
319
Lenox Wealth Management
Ohio
$10K -$374 -3 -4%
CPIG
320
Chicago Partners Investment Group
Illinois
$10K – – –
TCOV
321
Trust Company of Vermont
Vermont
$10K +$3.12K +25 +50%
HFM
322
Hartford Financial Management
Connecticut
$9K – – –
SPI
323
Santori & Peters Inc
Pennsylvania
$9K +$9.1K +73 New
RFM
324
Royal Fund Management
Florida
$8K +$7.85K +63 New
GRP
325
Global Retirement Partners
California
$7K -$12.5K -100 -66%
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