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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$20K +$15.1K +1,192 New
CT
202
Caldwell Trust
Florida
$17.6K +$13.3K +1,050 New
IA
203
IFP Advisors
Florida
$15K
VCG
204
Vantage Consulting Group
Virginia
$15K +$11.7K +921 New
CFD
205
Creative Financial Designs
Indiana
$14K
NFG
206
Next Financial Group
Texas
$14K
SMG
207
Spectrum Management Group
Indiana
$14K
SFS
208
Sowell Financial Services
Arkansas
$13K
FPS
209
Fieldpoint Private Securities
Connecticut
$13K +$9.59K +755 New
CMA
210
Cedar Mountain Advisors
Oregon
$9K
CFA
211
Carroll Financial Associates
North Carolina
$8K
PK
212
Pflug Koory
Nebraska
$8K
PFO
213
Pathstone Family Office
New Jersey
$8K +$6.35K +500 New
Fidelity Investments
214
Fidelity Investments
Massachusetts
$7K -$381 -30 -7%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$6K +$3.24K +255 +201%
PA
216
Parallel Advisors
California
$5K
PO
217
Private Ocean
California
$5K +$3.81K +300 New
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$4K -$50.8K -4,000 -94%
GWM
219
Geneos Wealth Management
Colorado
$4K -$3.17K -250 -57%
QCG
220
Quadrant Capital Group
Ohio
$4K +$775 +61 +39%
SPIA
221
Steward Partners Investment Advisory
New York
$3K -$1.75K -138 -41%
MAM
222
Meeder Asset Management
Ohio
$3K
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$3K
TFO
224
Tarbox Family Office
California
$3K
MAM
225
McCarthy Asset Management
California
$3K +$2.03K +160 New