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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
601
Cutler Group
California
$11K -$663K -14,464 -99%
MSG
602
Main Street Group
Virginia
$11K +$8.48K +185 New
GA
603
GoalVest Advisory
New York
$10.8K – – –
TFGT
604
TS Financial Group (TSFG)
Illinois
$10K – – –
WT
605
Washington Trust
Rhode Island
$9.51K -$27.5K -600 -79%
PWM
606
Partnership Wealth Management
Maryland
$9.14K +$6.88K +150 New
NC
607
NewSquare Capital
Pennsylvania
$9.1K – – –
TCM
608
Tradewinds Capital Management
Washington
$8.92K -$1.83K -40 -21%
NMM
609
Naples Money Management
Florida
$8.92K +$6.88K +150 New
PCMC
610
Planning Capital Management Corporation
Pennsylvania
$8.92K +$6.88K +150 New
CWM
611
CarsonAllaria Wealth Management
Illinois
$8.86K -$1.97K -43 -22%
RIM
612
Rakuten Investment Management
Japan
$8.79K +$6.7K +146 New
GCM
613
Gables Capital Management
Florida
$8.62K -$688 -15 -9%
GWSG
614
GPS Wealth Strategies Group
Colorado
$8.38K -$5.96K -130 -48%
IWP
615
IAG Wealth Partners
Wisconsin
$8.32K – – –
DAM
616
Delta Asset Management
Tennessee
$8.32K +$6.42K +140 New
CFGS
617
Concourse Financial Group Securities
Alabama
$8.03K -$2.02K -44 -25%
HGERS
618
Householder Group Estate & Retirement Specialist
Arizona
$8K -$2.89K -63 -30%
FMP
619
Financial Management Professionals
Texas
$8K – – –
PVH
620
Psagot Value Holdings
Israel
$8K +$596 +13 +12%
TWM
621
Tradition Wealth Management
Minnesota
$7K -$688 -15 -11%
RWPA
622
Richard W. Paul & Associates
Michigan
$6.84K – – –
SWS
623
SYSTM Wealth Solutions
Illinois
$6.72K +$5.18K +113 New
PP
624
Pacifica Partners
Canada
$6.68K – – –
T
625
Tidemark
California
$6.6K +$5.09K +111 New
23 24
25
26 27