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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1176
Spectrum Management Group
Indiana
$27K +$24.6K +300 New
FAM
1177
Formidable Asset Management
Ohio
$26K – – –
PWAG
1178
Polaris Wealth Advisory Group
California
$25K – – –
CCS
1179
Crosspoint Capital Strategies
California
$25K +$22.1K +269 New
BWFA
1180
Baltimore-Washington Financial Advisors
Maryland
$23K – – –
PTCG
1181
Pring Turner Capital Group
California
$23K +$20.5K +250 New
TDC
1182
Thompson Davis & Co
Virginia
$23K +$20.5K +250 New
PIM
1183
Parasol Investment Management
Illinois
$22K +$20K +243 New
CPA
1184
Cowen Prime Advisors
New York
$21K – – –
LWM
1185
LBA Wealth Management
Florida
$21K +$18.9K +230 New
ZTNA
1186
Zions Trust National Association
Utah
$20K – – –
ICOM
1187
Investment Counselors of Maryland
Maryland
$18K – – –
ECM
1188
ETrade Capital Management
Virginia
$17K -$9.2K -112 -37%
FIG
1189
Fusion Investment Group
Pennsylvania
$17K +$15.4K +188 New
TIM
1190
Tortoise Investment Management
New York
$15K – – –
NC
1191
NewSquare Capital
Pennsylvania
$14K – – –
PSC
1192
Prentiss Smith & Co
Vermont
$14K – – –
EU
1193
Emory University
Georgia
$13K – – –
AC
1194
Alexandria Capital
Virginia
$12K – – –
TWM
1195
Torch Wealth Management
Ohio
$12K +$10.7K +130 New
PSI
1196
Pinnacle Summer Investments
Virginia
$11K – – –
CAW
1197
Cornerstone Advisors (Washington)
Washington
$10K – – –
ST
1198
SpiderRock Trading
Illinois
$9K – – –
GI
1199
Gradient Investments
Minnesota
$7K +$6.74K +82 New
NIM
1200
NuWave Investment Management
New Jersey
$4K -$1.07M -13,019 -100%