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Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
501
RPg Family Wealth Advisory
Massachusetts
$18.8K -$10.2K -705 -34%
BWA
502
Burt Wealth Advisors
Maryland
$18K – – –
MWM
503
MinichMacGregor Wealth Management
New York
$18K +$9.1K +630 +86%
BC
504
Bartlett & Co
Ohio
$17K – – –
MFW
505
Mosaic Family Wealth
Missouri
$17K – – –
CFN
506
Cordasco Financial Network
Florida
$16K – – –
BKA
507
Brick & Kyle Associates
Pennsylvania
$15K – – –
MMG
508
Monetary Management Group
Missouri
$15K – – –
TFO
509
Tarbox Family Office
California
$15K – – –
PCM
510
Penserra Capital Management
California
$15K +$6.5K +450 +65%
AWMS
511
Advocacy Wealth Management Services
Georgia
$15K +$9.75K +675 +150%
HS
512
Horan Securities
United States
$15K +$16.2K +1,125 New
LWA
513
Lowe Wealth Advisors
Maryland
$14K -$4.33K -300 -23%
CAL
514
Capital Advisors Ltd
Ohio
$14K – – –
MWP
515
MYCIO Wealth Partners
Pennsylvania
$13K -$27.5K -1,905 -66%
PRS
516
Pinkerton Retirement Specialists
Idaho
$13K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$12K – – –
PFG
518
Piershale Financial Group
Illinois
$11K – – –
EWM
519
Edge Wealth Management
New York
$10K -$103K -7,125 -90%
BAM
520
Bruderman Asset Management
New York
$10K -$5.41K -375 -33%
APSP
521
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
FIB
522
First Interstate Bank
Montana
$10K – – –
OC
523
Oakworth Capital
Alabama
$10K – – –
SNT
524
Security National Trust
West Virginia
$10K – – –
WAS
525
Winch Advisory Services
Wisconsin
$10K – – –