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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
526
Fieldpoint Private Securities
Connecticut
$24K -$22.3K -68 -51%
AWA
527
Artemis Wealth Advisors
New York
$23.9K +$23.2K +71 New
SIA
528
SkyView Investment Advisors
New Jersey
$23K – – –
AIG
529
American International Group
New York
$22.7K -$550K -1,680 -2%
TPCW
530
TD Private Client Wealth
New York
$22.5K – – –
PCG
531
Private Capital Group
Connecticut
$22K -$8.84K -27 -30%
GWS
532
Glassman Wealth Services
Virginia
$22K – – –
M
533
MOTCO
Texas
$22K – – –
MHR
534
Matthew Hamilton Rosenberg
$21K – – –
OAJ
535
Ogorek Anthony Joseph
New York
$21K – – –
PWM
536
Prentice Wealth Management
New York
$21K – – –
ST
537
Smithfield Trust
Pennsylvania
$21K – – –
AF
538
Arrow Financial
New York
$20K – – –
HNB
539
Huntington National Bank
Ohio
$19K -$36K -110 -66%
NFG
540
Next Financial Group
Texas
$19K – – –
SB
541
Strategic Blueprint
Georgia
$19K +$18.7K +57 New
JWA
542
JFS Wealth Advisors
Pennsylvania
$17K – – –
JWM
543
Janiczek Wealth Management
Colorado
$17K +$6.88K +21 +68%
ST
544
Sageworth Trust
Pennsylvania
$17K +$16.4K +50 New
JCM
545
Jacobi Capital Management
Pennsylvania
$16K +$4.58K +14 +40%
VCM
546
Versant Capital Management
Arizona
$15K +$8.19K +25 +119%
CFGS
547
Concourse Financial Group Securities
Alabama
$15K +$14.7K +45 New
GWM
548
Geneos Wealth Management
Colorado
$14K +$5.24K +16 +59%
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$5.24K +16 +59%
MA
550
MCF Advisors
Kentucky
$13K – – –
20 21
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