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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
501
Global Retirement Partners
California
$26K +$7.38K +76 +35%
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$25K – – –
RIA
503
RPG Investment Advisory
California
$24K – – –
AIC
504
Archer Investment Corporation
Indiana
$23.4K – – –
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$194 +2 +0.8%
KIG
506
Kowal Investment Group
Wisconsin
$22K +$23.5K +242 New
SCM
507
Silvant Capital Management
Georgia
$20K – – –
TFGT
508
TS Financial Group (TSFG)
Illinois
$20K +$194 +2 +0.9%
WT
509
Whittier Trust
California
$20K +$2.91K +30 +16%
NFG
510
Next Financial Group
Texas
$20K +$3.88K +40 +21%
DFCM
511
Dark Forest Capital Management
Puerto Rico
$19K +$20.8K +214 New
CWC
512
Carolinas Wealth Consulting
North Carolina
$18K – – –
CIM
513
Contravisory Investment Management
Massachusetts
$18K – – –
IFA
514
Interactive Financial Advisors
Illinois
$18K – – –
OSNBOA
515
Old Second National Bank of Aurora
Illinois
$17K – – –
SIC
516
Salem Investment Counselors
North Carolina
$17K – – –
QCG
517
Quadrant Capital Group
Ohio
$17K +$1.26K +13 +7%
GAM
518
Gemmer Asset Management
California
$16K – – –
BAM
519
Bellevue Asset Management
Washington
$15K -$4.86K -50 -23%
CFA
520
Carroll Financial Associates
North Carolina
$15K – – –
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$15K – – –
EI
522
Ellevest Inc
New York
$15K +$10.9K +112 +207%
ADL
523
Asset Dedication LLC
California
$15K +$11.8K +121 +275%
BFC
524
Bedel Financial Consulting
Indiana
$14K – – –
DAM
525
Delta Asset Management
Tennessee
$13K -$4.86K -50 -25%
19 20
21
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