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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1601
Legacy Advisors
Pennsylvania
$247K -$252K -4,000 -51%
BA
1602
Bristlecone Advisors
Washington
$247K +$239K +3,803 New
CAM
1603
CenterStar Asset Management
Illinois
$246K – – –
TF
1604
TimeScale Financial
Massachusetts
$245K – – –
PCP
1605
Proficio Capital Partners
Massachusetts
$245K +$14K +223 +6%
CA
1606
Calton & Associates
Florida
$245K +$19.9K +316 +9%
RWM
1607
Ritholtz Wealth Management
New York
$245K +$238K +3,773 New
HA
1608
Harborview Advisors
Maine
$244K +$189 +3 +0.1%
ADL
1609
Asset Dedication LLC
California
$244K +$31K +492 +15%
BI
1610
Bramshill Investments
Florida
$243K – – –
FL
1611
Fort LP
Maryland
$243K +$33.8K +537 +17%
SBL
1612
Sargent Bickham Lagudis
Colorado
$243K +$69K +1,096 +41%
ACM
1613
AlphaCrest Capital Management
New York
$242K -$385K -6,107 -62%
LA
1614
LVW Advisors
New York
$242K +$20.7K +329 +10%
RCG
1615
Rock Creek Group
District of Columbia
$242K +$234K +3,722 New
KFI
1616
Key Financial Inc
Pennsylvania
$241K +$4.72K +75 +2%
GSWM
1617
Golden State Wealth Management
California
$239K +$130K +2,066 +129%
IWS
1618
Insight Wealth Strategies
California
$238K +$10.4K +165 +5%
QCIG
1619
Quad-Cities Investment Group
Iowa
$238K +$15.1K +240 +7%
BMM
1620
Buffington Mohr McNeal
Idaho
$238K +$231K +3,670 New
ECM
1621
Estabrook Capital Management
New York
$237K +$11K +175 +5%
LJAC
1622
L.J. Altfest & Co
New York
$237K -$338K -5,375 -60%
SVWAG
1623
Sound View Wealth Advisors Group
Georgia
$237K +$229K +3,642 New
PWS
1624
Private Wealth Strategies
Ohio
$237K +$230K +3,650 New
TAM
1625
Trust Asset Management
Texas
$237K +$230K +3,655 New
63 64
65
66 67