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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1051
Foundations Investment Advisors
Arizona
$543K +$119K +537 +27%
SP
1052
Stablepoint Partners
Massachusetts
$542K – – –
WSCM
1053
Wellington Shields Capital Management
New York
$542K – – –
WA
1054
Wealth Alliance
New York
$542K +$234K +1,059 +71%
TPI
1055
Trust Point Inc
Wisconsin
$541K -$15.7K -71 -3%
NRS
1056
Neville Rodie & Shaw
New York
$533K – – –
CWM
1057
Cornerstone Wealth Management
Missouri
$529K -$22.5K -102 -4%
AIM
1058
Anchor Investment Management
South Carolina
$528K – – –
HH
1059
Hilltop Holdings
Texas
$527K +$1.33K +6 +0.2%
SIM
1060
Stratos Investment Management
Ohio
$526K +$29.4K +133 +6%
IA
1061
IFP Advisors
Florida
$525K +$47.8K +216 +10%
PCS
1062
Personal CFO Solutions
New Jersey
$525K +$5.08K +23 +0.9%
NG
1063
Norden Group
Utah
$522K +$22.3K +101 +4%
SC
1064
Scotia Capital
Ontario, Canada
$521K -$909K -4,111 -63%
BWP
1065
Burling Wealth Partners
Illinois
$515K +$536K +2,426 New
SIA
1066
Sit Investment Associates
Minnesota
$514K – – –
PPWP
1067
Premier Path Wealth Partners
New Jersey
$509K -$24.3K -110 -4%
FFS
1068
Founders Financial Securities
Maryland
$508K +$9.29K +42 +2%
HTC
1069
Haverford Trust Company
Pennsylvania
$507K -$234K -1,059 -31%
PA
1070
Probity Advisors
Texas
$505K -$17.2K -78 -3%
CC
1071
Callan Capital
California
$505K -$33.4K -151 -6%
JFG
1072
Jefferies Financial Group
New York
$502K -$3.57M -16,138 -87%
WWA
1073
Wingate Wealth Advisors
Massachusetts
$502K +$522K +2,362 New
SQA
1074
Simon Quick Advisors
New Jersey
$501K +$135K +611 +35%
TCA
1075
Transcend Capital Advisors
New Jersey
$500K +$5.75K +26 +1%
41 42
43
44 45