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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Alterna Wealth Management
Texas
$218K +$315K +3,497 New
HFM
827
Harvest Fund Management
China
$217K +$84.5K +938 +59%
CWM
828
Chesapeake Wealth Management
Virginia
$216K -$93.6K -1,039 -29%
PCA
829
Peddock Capital Advisors
Massachusetts
$215K +$24.9K +276 +12%
NC
830
NewSquare Capital
Pennsylvania
$214K +$226K +2,505 New
ADBIC
831
A.D. Beadell Investment Counsel
Wisconsin
$213K
DY
832
Dowling & Yahnke
California
$213K +$204K +2,266 New
WGA
833
Weather Gauge Advisory
Virginia
$213K +$224K +2,490 New
RCAG
834
Rehmann Capital Advisory Group
Michigan
$210K +$4.5K +50 +2%
FC
835
Ferris Capital
Massachusetts
$207K
WIA
836
Wealthstreet Investment Advisors
Texas
$207K
ECM
837
Evergreen Capital Management
Washington
$206K +$217K +2,413 New
CCG
838
Ceeto Capital Group
Florida
$204K
B
839
Brightworth
Georgia
$203K -$9.55K -106 -4%
PP
840
Prudential plc
United Kingdom
$202K -$35.7K -396 -14%
WI
841
Wintrust Investments
Illinois
$201K +$212K +2,353 New
EWM
842
Evermay Wealth Management
Virginia
$200K
POIA
843
Pin Oak Investment Advisors
Texas
$200K +$180 +2 +0.1%
FPFS
844
First Personal Financial Services
North Carolina
$190K
LPIC
845
LeJeune Puetz Investment Counsel
Michigan
$180K
EWM
846
Edge Wealth Management
New York
$172K
FANJ
847
Financial Architects (New Jersey)
New Jersey
$172K +$28.7K +319 +19%
VCM
848
Vigilant Capital Management
Maine
$168K
PCIA
849
Prime Capital Investment Advisors
Kansas
$158K +$167K +1,850 New
Parallax Volatility Advisers
850
Parallax Volatility Advisers
California
$151K +$159K +1,768 New