Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$6K – – –
SQA
302
Simon Quick Advisors
New Jersey
$6K +$3.59K +53 +143%
DI
303
Disciplined Investments
Oklahoma
$5K – – –
GRP
304
Global Retirement Partners
California
$5K – – –
CWC
305
Carolinas Wealth Consulting
North Carolina
$5K +$4.94K +73 New
TFM
306
TFC Financial Management
Massachusetts
$5K +$5.42K +80 New
JWA
307
JFS Wealth Advisors
Pennsylvania
$4K – – –
SIM
308
Sonora Investment Management
Arizona
$4K – – –
AWM
309
Adams Wealth Management
Utah
$4K +$3.72K +55 New
FFA
310
Founders Financial Alliance
North Carolina
$4K +$3.72K +55 New
First Manhattan
311
First Manhattan
New York
$4K +$4.4K +65 New
Walleye Trading
312
Walleye Trading
New York
$3K -$256K -3,778 -99%
AF
313
Allworth Financial
California
$3K – – –
BWA
314
Burt Wealth Advisors
Maryland
$3K – – –
CFFP
315
Center for Financial Planning
Michigan
$3K – – –
HNB
316
Huntington National Bank
Ohio
$3K – – –
PFA
317
Professional Financial Advisors
Nebraska
$3K +$2.71K +40 New
LWM
318
Liberty Wealth Management
California
$3K +$3.52K +52 New
APA
319
American Portfolios Advisors
New York
$2.65K – – –
GFPC
320
Global Financial Private Client
Florida
$2.46K – – –
AF
321
Advisornet Financial
Minnesota
$2K – – –
HIA
322
Harbor Investment Advisory
Maryland
$2K – – –
VFA
323
Valeo Financial Advisors
Indiana
$1K -$14.1K -208 -90%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
IRC
325
Investors Research Corp
Georgia
$1K – – –