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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
601
Focused Wealth Management
New York
$96K -$102K -1,612 -50%
BFEC
602
Benjamin F. Edwards & Company
Missouri
$95K -$20.6K -326 -17%
AOWM
603
Alpha Omega Wealth Management
Virginia
$95K – – –
OFS
604
Orrstown Financial Services
Pennsylvania
$90K – – –
AF
605
Advisornet Financial
Minnesota
$88K +$93.2K +1,474 New
NSIM
606
North Star Investment Management
Illinois
$87K +$3.16K +50 +4%
SWA
607
Sutton Wealth Advisors
Florida
$85.9K – – –
SWM
608
SeaCrest Wealth Management
New York
$85K +$89.5K +1,416 New
WAP
609
Wealthcare Advisory Partners
Pennsylvania
$80K +$3.73K +59 +5%
RFC
610
Regions Financial Corp
Alabama
$77K +$81K +1,282 New
RFWA
611
RPg Family Wealth Advisory
Massachusetts
$72.4K -$25.7K -407 -25%
GLI
612
Guardian Life Insurance
New York
$69K +$22.1K +349 +43%
PCG
613
Private Capital Group
Connecticut
$68K +$829K +13,116 New
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$66K – – –
OIA
615
OneDigital Investment Advisors
Kansas
$66K +$5.82K +92 +9%
CAL
616
Capital Advisors Ltd
Ohio
$63K -$31.6K -500 -32%
CCM
617
Covington Capital Management
California
$59K – – –
MOS
618
MGO One Seven
Ohio
$55K +$58.3K +922 New
OC
619
Oakworth Capital
Alabama
$50K – – –
SSB
620
Sandy Spring Bank
Maryland
$48K -$46.5K -735 -48%
AF
621
Allworth Financial
California
$48K +$37.4K +592 +296%
JFA
622
JNBA Financial Advisors
Minnesota
$47K – – –
FPFS
623
First Personal Financial Services
North Carolina
$46K – – –
TRCT
624
Tower Research Capital (TRC)
New York
$45K -$48.4K -765 -50%
PMFA
625
Plante Moran Financial Advisors
Michigan
$44K – – –