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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$25K -$2.97K -9 -11%
CFA
527
Carroll Financial Associates
North Carolina
$25K – – –
HFM
528
Hartford Financial Management
Connecticut
$25K – – –
PCM
529
Penserra Capital Management
California
$25K +$3.31K +10 +15%
TPCW
530
TD Private Client Wealth
New York
$22.3K – – –
GWS
531
Glassman Wealth Services
Virginia
$22K – – –
M
532
MOTCO
Texas
$22K +$22.1K +67 New
ICP
533
Interchange Capital Partners
Pennsylvania
$22K +$22.5K +68 New
OAJ
534
Ogorek Anthony Joseph
New York
$21K – – –
ST
535
Smithfield Trust
Pennsylvania
$21K – – –
MHR
536
Matthew Hamilton Rosenberg
$21K +$21.2K +64 New
AF
537
Arrow Financial
New York
$20K – – –
NFG
538
Next Financial Group
Texas
$19K +$2.64K +8 +17%
MA
539
MCF Advisors
Kentucky
$17K – – –
AS
540
Altshuler Shaham
Israel
$15K -$44K -133 -75%
HI
541
Human Investing
Oregon
$15K – – –
MLFP
542
MPS Loria Financial Planners
Illinois
$15K +$14.9K +45 New
CYG
543
Clean Yield Group
Vermont
$14K +$12.2K +37 +740%
JWA
544
JFS Wealth Advisors
Pennsylvania
$13K – – –
CFD
545
Creative Financial Designs
Indiana
$12K – – –
DSC
546
Duncker Streett & Co
Missouri
$11K – – –
SIC
547
Salem Investment Counselors
North Carolina
$11K +$10.6K +32 New
CMBA
548
C.M. Bidwell & Associates
Hawaii
$10K -$106K -320 -92%
VNA
549
Valley National Advisers
Pennsylvania
$10K – – –
AA
550
Ancora Advisors
Ohio
$10K +$10.2K +31 New
20 21
22
23 24