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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
676
Tortoise Investment Management
New York
$6K
SIM
677
Sonora Investment Management
Arizona
$6K +$3.73K +23 +153%
WEC
678
Winslow Evans & Crocker
Massachusetts
$6K +$3.89K +24 New
OWA
679
One Wealth Advisors
California
$6K +$6K +37 New
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +37 New
Parallax Volatility Advisers
681
Parallax Volatility Advisers
California
$4K -$956K -5,894 -100%
AC
682
Avestar Capital
New York
$4K -$324 -2 -5%
FRA
683
Front Row Advisors
California
$4K +$2.11K +13 +130%
RWM
684
Raffa Wealth Management
District of Columbia
$3.93K
AA
685
Advisory Alpha
Michigan
$3.35K +$3.08K +19 New
HIM
686
Hillsdale Investment Management
Ontario, Canada
$3K -$811 -5 -20%
SA
687
SRH Advisors
Kansas
$3K
SCA
688
Stuart Chaussee & Associates
California
$3K
WF
689
WealthTrust Fairport
Ohio
$3K
TFGT
690
TS Financial Group (TSFG)
Illinois
$3K +$3.24K +20 New
SCM
691
Shelton Capital Management
Colorado
$2.04K -$274K -1,692 -83%
Fidelity International
692
Fidelity International
Bermuda
$2K -$7.13K -44 -81%
OFW
693
Omnia Family Wealth
Florida
$2K
MSA
694
Marino Stram & Associates
Massachusetts
$2K +$649 +4 +80%
BC
695
Bartlett & Co
Ohio
$2K +$1.46K +9 New
BWM
696
Baystate Wealth Management
Massachusetts
$2K +$1.62K +10 New
PFO
697
Pathstone Family Office
New Jersey
$2K +$2.27K +14 New
BCWM
698
Bartlett & Co Wealth Management
Ohio
$1.54K +$1.46K +9 New
GWMIA
699
Global Wealth Management Investment Advisory
Florida
$1K
Lord, Abbett & Co
700
Lord, Abbett & Co
New Jersey
-$21.1M -144,899 Closed