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Name Holding Trade Value Shares
Change 		Change in
Stake
S
301
Surevest
California
$7K +$7.52K +93 New
C
302
Covestor
United Kingdom
$6K +$2.83K +35 +78%
NFSG
303
Newbridge Financial Services Group
Florida
$5K – – –
CLOS
304
Compagnie Lombard Odier SCmA
Switzerland
$4K – – –
BBHC
305
Brown Brothers Harriman & Co
New York
$4K +$4.45K +55 New
T
306
TCWP
Ohio
$4K +$4.85K +60 New
LSA
307
Leonteq Securities AG
Switzerland
$3.81K -$14.1K -174 -77%
TPCW
308
TD Private Client Wealth
New York
$3.59K -$84.7K -1,047 -96%
MAM
309
Meeder Asset Management
Ohio
$3K +$3.4K +42 New
NSB
310
Norway Savings Bank
Maine
$2K – – –
SWM
311
Selective Wealth Management
Virginia
$2K – – –
SC
312
Sierra Capital
Florida
$2K – – –
JWA
313
JFS Wealth Advisors
Pennsylvania
$2K +$2.67K +33 New
AIP
314
Ahrens Investment Partners
Louisiana
$1K -$14.6K -180 -92%
YAL
315
Your Advocates Ltd
Texas
$1K -$404 -5 -25%
BWM
316
Baystate Wealth Management
Massachusetts
$1K – – –
GWSG
317
GPS Wealth Strategies Group
Colorado
$1K – – –
AF
318
Allworth Financial
California
$1K +$971 +12 New
LAS
319
Lloyd Advisory Services
Georgia
$1K +$971 +12 New
MFT
320
Moisand Fitzgerald Tamayo
Florida
$1K +$1.46K +18 New
AFG
321
Albion Financial Group
Utah
$1K +$1.54K +19 New
RWM
322
Raffa Wealth Management
District of Columbia
$659 -$243 -3 -25%
WGAM
323
Wilkinson Global Asset Management
New York
– -$23.6M -227,508 Closed
PAM
324
Panagora Asset Management
Massachusetts
– -$16.8M -162,391 Closed
PCH
325
Polar Capital Holdings
United Kingdom
– -$14.8M -142,754 Closed
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