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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$27K +$23.4K +368 +428%
ETC
677
Exchange Traded Concepts
Oklahoma
$27K +$28.9K +455 New
SIAG
678
Safeguard Investment Advisory Group
California
$27K +$29.5K +464 New
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$26K
TFO
680
Tarbox Family Office
California
$25K
WTC
681
WhitTier Trust Company
Nevada
$24K
GWS
682
Glassman Wealth Services
Virginia
$22K -$7.81K -123 -26%
PFO
683
Pathstone Family Office
New Jersey
$22K +$9.15K +144 +65%
RPWA
684
Regent Peak Wealth Advisors
Georgia
$22K +$23.4K +368 New
BFG
685
Baron Financial Group
New Jersey
$21.9K -$9.53K -150 -29%
SLF
686
Sun Life Financial
Ontario, Canada
$21K -$318 -5 -1%
SIM
687
Sonora Investment Management
Arizona
$21K
HFA
688
HC Financial Advisors
California
$21K +$21.9K +345 New
SFS
689
Sowell Financial Services
Arkansas
$20K -$64 -1 -0.3%
CCA
690
Childress Capital Advisors
Texas
$20K +$21.6K +340 New
ZB
691
Zions Bancorporation
Utah
$19K -$2.16K -34 -10%
TWA
692
TCI Wealth Advisors
Arizona
$18K -$826 -13 -4%
FWM
693
Focused Wealth Management
New York
$18K
NSIM
694
North Star Investment Management
Illinois
$18K
CIA
695
CSat Investment Advisory
Michigan
$16K -$175K -2,754 -91%
IA
696
IFP Advisors
Florida
$16K -$318 -5 -2%
IF
697
Ironwood Financial
Arizona
$15K
FIA
698
FNY Investment Advisers
New York
$15K +$15.9K +250 New
JGIA
699
Jackson Grant Investment Advisers
Connecticut
$14K +$14.7K +231 New
LF
700
Lee Financial
Texas
$12K -$127 -2 -1%