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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
251
Winch Advisory Services
Wisconsin
$20K -$23.3K -249 -50%
IA
252
IFP Advisors
Florida
$19K +$22K +235 New
TCWM
253
Total Clarity Wealth Management
Illinois
$17K +$19.7K +210 New
PA
254
Parallel Advisors
California
$17K +$20K +214 New
EVM
255
Eaton Vance Management
Massachusetts
$16K – – –
TFA
256
Toth Financial Advisory
Virginia
$16K +$9.36K +100 +100%
BG
257
Bollard Group
Massachusetts
$16K +$18.6K +199 New
SWM
258
Spire Wealth Management
Virginia
$14K +$15.9K +170 New
BWM
259
BerganKDV Wealth Management
Minnesota
$13K +$14.6K +156 New
HR
260
Howe & Rusling
New York
$12K +$4.21K +45 +45%
AII
261
AGF Investments Inc
Ontario, Canada
$10K -$6.55K -70 -35%
TWA
262
TCI Wealth Advisors
Arizona
$10K +$6.93K +74 +145%
BCV
263
Banque Cantonale Vaudoise
Switzerland
$10K +$11.2K +120 New
FRA
264
Front Row Advisors
California
$10K +$11.2K +120 New
HNB
265
Huntington National Bank
Ohio
$10K +$11.4K +122 New
ATC
266
Adirondack Trust Company
New York
$9K – – –
RA
267
Rise Advisors
New York
$8.6K +$10K +107 New
AIM
268
Anchor Investment Management
South Carolina
$8.03K +$9.36K +100 New
JWA
269
JFS Wealth Advisors
Pennsylvania
$8K – – –
AWM
270
Accel Wealth Management
Iowa
$8K +$9.36K +100 New
EIP
271
Ellis Investment Partners
Pennsylvania
$8K +$9.36K +100 New
HI
272
Harbour Investments
Wisconsin
$8K +$9.36K +100 New
NC
273
NewSquare Capital
Pennsylvania
$6K +$2.34K +25 +50%
CA
274
CoreCap Advisors
Michigan
$6K +$6.46K +69 New
C
275
Covestor
United Kingdom
$6K +$6.93K +74 New
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11
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