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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
601
JFS Wealth Advisors
Pennsylvania
$23K – – –
ONST
602
Old North State Trust
North Carolina
$23K – – –
GWMIA
603
Global Wealth Management Investment Advisory
Florida
$23K +$21.3K +491 New
BHWM
604
Bay Harbor Wealth Management
Maryland
$23K +$21.6K +498 New
RFA
605
Reilly Financial Advisors
California
$22K – – –
TNBTD
606
Trustmark National Bank Trust Department
Mississippi
$22K – – –
TFA
607
Toth Financial Advisory
Virginia
$21K – – –
JFA
608
JNBA Financial Advisors
Minnesota
$21K +$4.34K +100 +28%
HWM
609
Holloway Wealth Management
Florida
$20K – – –
BDWM
610
Brewin Dolphin Wealth Management
Ireland
$19.4K +$18.2K +420 New
GWS
611
Glassman Wealth Services
Virginia
$19K -$51.5K -1,186 -75%
BWP
612
Baldwin Wealth Partners
Massachusetts
$18K -$9.77K -225 -36%
BWA
613
Burt Wealth Advisors
Maryland
$18K – – –
CAGAS
614
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
MCM
615
MV Capital Management
Maryland
$18K – – –
OC
616
Oakworth Capital
Alabama
$18K – – –
CAC
617
Certified Advisory Corp
Florida
$18K +$17.4K +400 New
HRC
618
Hoertkorn Richard Charles
$17K – – –
SFG
619
SevenBridge Financial Group
Pennsylvania
$17K – – –
CFG
620
Citizens Financial Group
Rhode Island
$16K -$3.3K -76 -18%
NFG
621
Next Financial Group
Texas
$16K – – –
AC
622
Avestar Capital
New York
$15K -$83.6K -1,925 -84%
FHA
623
Flagship Harbor Advisors
Massachusetts
$15K -$13K -299 -47%
AOWM
624
Alpha Omega Wealth Management
Virginia
$15K – – –
AWM
625
Avondale Wealth Management
Texas
$15K – – –
23 24
25
26 27