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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
Baystate Wealth Management
Massachusetts
$56K
AA
277
Ancora Advisors
Ohio
$56K +$4.38K +112 +10%
LWA
278
Lenox Wealth Advisors
New York
$55K
SBL
279
Sargent Bickham Lagudis
Colorado
$54K
TF
280
TimeScale Financial
Massachusetts
$54K
AF
281
Advisornet Financial
Minnesota
$47K +$11K +280 +36%
GWS
282
Glassman Wealth Services
Virginia
$46K +$6.62K +169 +20%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$44K +$8.34K +213 +28%
CT
284
Caldwell Trust
Florida
$41K -$4.38K -112 -11%
PAG
285
Private Advisor Group
New Jersey
$41K +$36.4K +929 New
BCA
286
Berman Capital Advisors
Georgia
$39K +$24.3K +622 +231%
SIAS
287
Shine Investment Advisory Services
Colorado
$38K -$1.1K -28 -3%
ZB
288
Zions Bancorporation
Utah
$35K -$10.3K -262 -25%
CH
289
Canton Hathaway
Rhode Island
$35K
DAM
290
Delta Asset Management
Tennessee
$35K
POIA
291
Pin Oak Investment Advisors
Texas
$35K
TL
292
TrueWealth LLC
Georgia
$33K
GRP
293
Global Retirement Partners
California
$33K +$1.17K +30 +4%
CLOS
294
Compagnie Lombard Odier SCmA
Switzerland
$32K
SFS
295
Sowell Financial Services
Arkansas
$28K
RWB
296
RMR Wealth Builders
New Jersey
$27K +$24.1K +617 New
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$26K
Bessemer Group
298
Bessemer Group
New Jersey
$25K
CFFP
299
Center for Financial Planning
Michigan
$25K
LF
300
Lee Financial
Texas
$25K +$22K +561 New