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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Penserra Capital Management
California
$47K +$11K +202 +34%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$15K +275 +59%
ASN
403
Advisory Services Network
Georgia
$40K – – –
IIC
404
Integrated Investment Consultants
Michigan
$40K +$36.8K +675 New
CCA
405
Checchi Capital Advisers
California
$40K +$37K +678 New
CAW
406
Cornerstone Advisors (Washington)
Washington
$38K +$19.9K +365 +133%
PCM
407
Prelude Capital Management
New York
$35K +$32.1K +588 New
GWM
408
Geneos Wealth Management
Colorado
$34K +$31.3K +574 New
AW
409
Alpha Windward
Massachusetts
$33K – – –
AWMS
410
Advocacy Wealth Management Services
Georgia
$33K +$30.6K +562 New
SEC
411
Seven Eight Capital
New York
$30K -$818K -15,000 -97%
AIS
412
Accurate Investment Solutions
Pennsylvania
$25K – – –
SF
413
Synovus Financial
Georgia
$24K – – –
WRM
414
Westport Resources Management
Connecticut
$24K – – –
GAM
415
Gemmer Asset Management
California
$22K – – –
TDC
416
Thompson Davis & Co
Virginia
$22K +$11.9K +219 +140%
GWS
417
Glassman Wealth Services
Virginia
$21K – – –
FHA
418
First Horizon Advisors
Tennessee
$21K +$17.1K +313 +763%
HWP
419
Hefty Wealth Partners
Indiana
$18K – – –
WA
420
WealthTrust-Arizona
Arizona
$16K – – –
CFA
421
Camarda Financial Advisors
Florida
$15K +$13.5K +247 New
CF
422
CenterStar Fund
Illinois
$14K – – –
PCP
423
Proficio Capital Partners
Massachusetts
$14K +$13K +238 New
BC
424
Bartlett & Co
Ohio
$13K – – –
BAM
425
Brave Asset Management
New Jersey
$13K – – –