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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
601
Gryphon Financial Partners
Ohio
$29K +$27.3K +910 New
LFA
602
Legacy Financial Advisors
Kentucky
$29K +$27.6K +922 New
WA
603
Winfield Associates
Ohio
$28K
VCM
604
Versant Capital Management
Arizona
$28K +$26.3K +879 New
EWM
605
Edge Wealth Management
New York
$27K
WAS
606
Winch Advisory Services
Wisconsin
$27K
CAC
607
Certified Advisory Corp
Florida
$27K +$25.5K +852 New
MSA
608
Marino Stram & Associates
Massachusetts
$27K +$25.5K +852 New
AC
609
Avestar Capital
New York
$27K +$30.3K +1,011 New
OFW
610
Omnia Family Wealth
Florida
$26K -$15.7K -523 -40%
SIM
611
Sonora Investment Management
Arizona
$25.5K
CHC
612
City Holding Co
West Virginia
$24K
AWA
613
Acorn Wealth Advisors
Michigan
$24K +$21.8K +728 New
HFP
614
Holistic Financial Partners
Indiana
$24K +$22.2K +741 New
SAM
615
Solaris Asset Management
New York
$23K
GWS
616
Glassman Wealth Services
Virginia
$23K +$4.67K +156 +27%
FWM
617
Focused Wealth Management
New York
$22K -$485K -16,176 -96%
LWM
618
Lenox Wealth Management
Ohio
$22K -$13.9K -465 -41%
GAM
619
Gemmer Asset Management
California
$22K
QAM
620
QCI Asset Management
New York
$22K
WCAMG
621
Woodard & Company Asset Management Group
North Carolina
$22K +$20.2K +675 New
JFA
622
JNBA Financial Advisors
Minnesota
$21K
OFS
623
Orrstown Financial Services
Pennsylvania
$21K
FNB
624
Farmers National Bank
Kentucky
$21K +$20K +668 New
FMTCOCP
625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20.2K +$9.29K +310 +96%