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Exelixis
EXEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
326
American Research & Management Company
Massachusetts
$24K +$22.8K +1,000 New
RE
327
RBC Europe
United Kingdom
$23.8K – – –
GRP
328
Global Retirement Partners
California
$22K – – –
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$21K +$20.5K +900 New
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$20K +$3.17K +139 +20%
RFWA
331
RPg Family Wealth Advisory
Massachusetts
$17.3K +$16.5K +725 New
SIS
332
Sound Income Strategies
Florida
$17K +$16K +700 +8,750%
AC
333
Avestar Capital
New York
$15K +$3.51K +154 +31%
MC
334
Machina Capital
France
$14K +$13.7K +600 New
AF
335
Advisornet Financial
Minnesota
$13K – – –
EWM
336
Executive Wealth Management
Michigan
$13K +$12.5K +550 New
SCM
337
Shelton Capital Management
Colorado
$12.5K -$454K -19,902 -99%
SIAS
338
Shine Investment Advisory Services
Colorado
$12K +$3.21K +141 +40%
CFD
339
Creative Financial Designs
Indiana
$12K +$11.4K +500 New
TA
340
TCG Advisors
Texas
$12K +$11.4K +500 New
GWM
341
Geneos Wealth Management
Colorado
$11K -$22.8K -1,000 -67%
FCMT
342
Founders Capital Management (Texas)
Texas
$11K +$10.3K +450 New
FHA
343
Flagship Harbor Advisors
Massachusetts
$10K – – –
ZB
344
Zions Bancorporation
Utah
$10K – – –
HIM
345
Hillsdale Investment Management
Ontario, Canada
$10K +$9.12K +400 New
PCG
346
Private Capital Group
Connecticut
$9K +$228 +10 +3%
GAM
347
Gemmer Asset Management
California
$8K – – –
FANJ
348
Financial Architects (New Jersey)
New Jersey
$7K – – –
SIAP
349
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K – – –
WAS
350
WESPAC Advisors SoCal
California
$7K – – –
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