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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$37K +$11.5K +181 +45%
QCG
302
Quadrant Capital Group
Ohio
$37K +$13.4K +210 +55%
IA
303
IFP Advisors
Florida
$35K +$28K +440 +473%
CFFP
304
Center for Financial Planning
Michigan
$32K
DAM
305
Delta Asset Management
Tennessee
$32K
PA
306
Parallel Advisors
California
$32K +$7.89K +124 +32%
JGIA
307
Jackson Grant Investment Advisers
Connecticut
$31K
FPS
308
Fieldpoint Private Securities
Connecticut
$29K
SFPG
309
Stonebridge Financial Planning Group
Florida
$27K
BWM
310
Baystate Wealth Management
Massachusetts
$25K
MAM
311
Meeder Asset Management
Ohio
$22K +$8.53K +134 +64%
PCM
312
Peregrine Capital Management
Minnesota
$21K
HWA
313
Heritage Wealth Advisors
Virginia
$20.5K
CPWM
314
Cypress Point Wealth Management
Texas
$19K
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$19K
COCM
316
Charter Oak Capital Management
New Hampshire
$18K -$17.2K -270 -49%
BCA
317
Berman Capital Advisors
Georgia
$18K
AFS
318
Annapolis Financial Services
Maryland
$17K
GRP
319
Global Retirement Partners
California
$17K +$3.44K +54 +25%
ST
320
Smithfield Trust
Pennsylvania
$16K
GAM
321
Gemmer Asset Management
California
$15K
S
322
SignatureFD
Georgia
$11K +$6.18K +97 +131%
RE
323
RBC Europe
United Kingdom
$9.98K +$10.1K +158 New
EWM
324
Endurance Wealth Management
Rhode Island
$9K
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
$9K