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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1026
Carroll Financial Associates
North Carolina
$2.76M -$55.3K -165 -2%
FMN
1027
Financial Management Network
California
$2.75M +$20.1K +60 +0.8%
PFGIA
1028
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M -$597K -1,779 -19%
PWM
1029
Pinnacle Wealth Management
California
$2.75M +$2.62M +7,803 New
PWA
1030
Phoenix Wealth Advisors
North Carolina
$2.74M -$281K -837 -10%
LNWTC
1031
Laird Norton Wetherby Trust Company
Washington
$2.74M +$187K +558 +8%
CBFP
1032
Cedar Brook Financial Partners
Ohio
$2.73M -$170K -507 -6%
CCM
1033
Colorado Capital Management
Colorado
$2.73M +$11.1K +33 +0.4%
CP
1034
Cumberland Partners
Ontario, Canada
$2.72M – – –
SWA
1035
SFMG Wealth Advisors
Texas
$2.71M -$129K -384 -5%
BWM
1036
Bulltick Wealth Management
Florida
$2.71M -$658K -1,962 -20%
FHC
1037
First Heartland Consultants
Missouri
$2.7M -$482K -1,437 -16%
ER
1038
Enlightenment Research
Florida
$2.69M +$1.61M +4,800 +168%
HCCM
1039
Hudson Canyon Capital Management
New York
$2.69M -$129K -384 -5%
MAM
1040
McCarthy Asset Management
California
$2.69M – – –
KIG
1041
Kessler Investment Group
Indiana
$2.68M -$2.98M -8,874 -54%
LC
1042
Lindbrook Capital
California
$2.67M +$120K +357 +5%
SWMG
1043
Signature Wealth Management Group
Georgia
$2.66M -$249K -741 -9%
TWA
1044
TCI Wealth Advisors
Arizona
$2.65M +$28.2K +84 +1%
MYIA
1045
Mount Yale Investment Advisors
Colorado
$2.65M -$397K -1,185 -14%
MPW
1046
MA Private Wealth
California
$2.64M +$1.07M +3,192 +74%
APWA
1047
Atlas Private Wealth Advisors
New Jersey
$2.63M +$1.15M +3,438 +85%
CS
1048
Comerica Securities
Michigan
$2.62M +$195K +582 +8%
PCS
1049
Personal CFO Solutions
New Jersey
$2.62M +$36.2K +108 +1%
YIH
1050
Y-Intercept (HK)
Hong Kong
$2.62M +$2.49M +7,428 New
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