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Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
576
Westwood Holdings Group
Texas
$2K -$352 -19 -14%
CTB
577
Country Trust Bank
Illinois
$2K – – –
EWM
578
Executive Wealth Management
Michigan
$2K – – –
FC
579
Ferris Capital
Massachusetts
$2K – – –
HWM
580
Holloway Wealth Management
Florida
$2K – – –
MWM
581
Mascoma Wealth Management
New Hampshire
$2K – – –
NWM
582
Northwest Wealth Management
Iowa
$2K +$519 +28 +26%
FWM
583
Focused Wealth Management
New York
$2K +$1.84K +99 +2,475%
OWA
584
One Wealth Advisors
California
$2K +$1.89K +102 New
BCI
585
Brinker Capital Investments
Pennsylvania
$2K +$2.15K +116 New
FGAM
586
Financial Gravity Asset Management
Texas
$2K +$2.3K +124 New
AA
587
Advisory Alpha
Michigan
$1.03K +$1.06K +57 New
LPWM
588
Lake Point Wealth Management
Texas
$1K -$507K -27,336 -100%
AIC
589
Ameritas Investment Company
Nebraska
$1K -$187K -10,087 -100%
PO
590
Private Ocean
California
$1K -$20.1K -1,086 -94%
NIM
591
NuWave Investment Management
New Jersey
$1K -$14.2K -764 -94%
RA
592
Rational Advisors
New York
$1K -$14.2K -764 -94%
TFS
593
TrustCore Financial Services
Tennessee
$1K -$4.93K -266 -90%
WCM
594
WealthBridge Capital Management
Ohio
$1K -$890 -48 -38%
EWM
595
Elmwood Wealth Management
California
$1K – – –
IF
596
Ironwood Financial
Arizona
$1K – – –
SIAP
597
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
AIS
598
Accurate Investment Solutions
Pennsylvania
$1K +$37 +2 +3%
SHIM
599
Stone House Investment Management
Pennsylvania
$1K +$779 +42 New
CG
600
Cutler Group
California
$1K +$1.85K +100 New
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