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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2126
Sowa Financial Group
Rhode Island
$10K
CA
2127
Crewe Advisors
Utah
$8K -$3.34K -40 -29%
DWA
2128
Dougherty Wealth Advisers
Minnesota
$8K
HWM
2129
Holloway Wealth Management
Florida
$8K
IWP
2130
IAG Wealth Partners
Wisconsin
$8K
AW
2131
Avion Wealth
Texas
$8K +$8.26K +99 New
BII
2132
Bainco International Investors
Massachusetts
$8K +$8.26K +99 New
FA
2133
Financial Advantage
Maryland
$7K
WLPWM
2134
Walled Lake Planning & Wealth Management
Illinois
$6K +$3.34K +40 +95%
LWA
2135
Lenox Wealth Advisors
New York
$4K -$49.7K -596 -92%
WAS
2136
Winch Advisory Services
Wisconsin
$4K
MFT
2137
Moisand Fitzgerald Tamayo
Florida
$3K
AA
2138
AlphaMark Advisors
Kentucky
$3K +$3.09K +37 New
AP
2139
Arlington Partners
Alabama
$3K +$3.42K +41 New
FA
2140
Forefront Analytics
Pennsylvania
$2.76K +$2.92K +35 New
GG
2141
Gleason Group
Kentucky
$2K
GC
2142
Globeflex Capital
California
$2K
TFA
2143
Transamerica Financial Advisors
Florida
$2K +$83 +1 +8%
WAMC
2144
Western Asset Management Company
California
$2K +$1.42K +17 New
PW
2145
Price Wealth
Texas
$1K -$334 -4 -18%
WIM
2146
Westside Investment Management
California
$226 +$239K +2,867 New
CSIA
2147
Charles Schwab Investment Advisory
California
-$311M -3,582,479 Closed
O
2148
OrbiMed
New York
-$62.1M -715,100 Closed
Marshall Wace
2149
Marshall Wace
United Kingdom
-$37.3M -428,876 Closed
PHS
2150
PFM Health Sciences
California
-$28M -322,713 Closed