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WHR

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
526
Taylor Hoffman Wealth Management
Virginia
$3K -$925 -7 -21%
TWA
527
TCI Wealth Advisors
Arizona
$3K -$528 -4 -17%
BHWM
528
Bay Harbor Wealth Management
Maryland
$3K – – –
MWM
529
Mascoma Wealth Management
New Hampshire
$3K +$2.64K +20 New
CFG
530
Citizens Financial Group
Rhode Island
$3K +$2.91K +22 New
RIA
531
Realta Investment Advisors
Delaware
$3K +$2.91K +22 New
ZB
532
Zions Bancorporation
Utah
$3K +$2.91K +22 New
KFS
533
Kelly Financial Services
Massachusetts
$2.52K +$2.51K +19 New
CAW
534
Cornerstone Advisors (Washington)
Washington
$2K -$18K -136 -92%
TFO
535
Tarbox Family Office
California
$2K -$1.98K -15 -54%
AIS
536
Accurate Investment Solutions
Pennsylvania
$2K – – –
BCA
537
Berman Capital Advisors
Georgia
$2K – – –
CA
538
Centerpoint Advisors
Massachusetts
$2K – – –
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
FFC
540
First Financial Corp
Indiana
$2K – – –
HS
541
Horan Securities
United States
$2K – – –
LFG
542
Larson Financial Group
Missouri
$2K – – –
AIA
543
Alera Investment Advisors
Illinois
$1K -$396 -3 -23%
FRA
544
Front Row Advisors
California
$1K – – –
GWS
545
Glassman Wealth Services
Virginia
$1K +$396 +3 +50%
CI
546
CX Institutional
Indiana
$1K +$792 +6 New
MCM
547
MV Capital Management
Maryland
$1K +$1.19K +9 New
1NWS
548
1 North Wealth Services
Maryland
$1K +$1.32K +10 New
LF
549
Lee Financial
Texas
$1K +$1.32K +10 New
FGAM
550
Financial Gravity Asset Management
Texas
$1K +$1.45K +11 New
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