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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$5K – – –
LPWM
502
Lake Point Wealth Management
Texas
$5K +$4.67K +33 New
PFO
503
Pathstone Family Office
New Jersey
$5K +$4.82K +34 New
KL
504
KWMG LLC
Kansas
$4K -$1.27K -9 -26%
CFA
505
Carroll Financial Associates
North Carolina
$4K – – –
PA
506
Perennial Advisors
New York
$4K – – –
ASN
507
Advisory Services Network
Georgia
$4K +$3.54K +25 New
TCM
508
Tradewinds Capital Management
Washington
$4K +$3.83K +27 New
Canada Pension Plan Investment Board
509
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$4.53K -32 -76%
HI
510
Hudock Inc
Pennsylvania
$3K – – –
OFW
511
Omnia Family Wealth
Florida
$3K – – –
WAM
512
Watermark Asset Management
California
$3K – – –
TFA
513
Toth Financial Advisory
Virginia
$3K +$2.27K +16 New
VCM
514
Versant Capital Management
Arizona
$3K +$3.26K +23 New
CFD
515
Creative Financial Designs
Indiana
$2K – – –
SMFS
516
Squar Milner Financial Services
California
$2K – – –
WT
517
Whittier Trust
California
$2K – – –
PCG
518
Private Capital Group
Connecticut
$2K +$142 +1 +8%
APC
519
Aspire Private Capital
North Carolina
$2K +$1.7K +12 New
CAGAS
520
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.7K +12 New
LFG
521
Larson Financial Group
Missouri
$2K +$1.84K +13 New
RWM
522
Raffa Wealth Management
District of Columbia
$1.92K – – –
AC
523
Avestar Capital
New York
$1K +$992 +7 +88%
EWM
524
Executive Wealth Management
Michigan
$1K +$1.13K +8 New
PWM
525
PRW Wealth Management
Massachusetts
$1K +$1.13K +8 New