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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
MV Capital Management
Maryland
$6K – – –
GI
327
Gradient Investments
Minnesota
$6K +$6.08K +44 New
W
328
WealthOne
New York
$6K +$6.21K +45 New
HR
329
Howe & Rusling
New York
$5K -$2.49K -18 -32%
CFN
330
Cordasco Financial Network
Florida
$5K – – –
GWS
331
Glassman Wealth Services
Virginia
$5K – – –
IAS
332
IMA Advisory Services
Colorado
$5K – – –
BOPW
333
Brandywine Oak Private Wealth
Pennsylvania
$5K +$5.53K +40 New
WPA
334
West Paces Advisors
Georgia
$4.65K – – –
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$4.01K – – –
TAIM
336
TD Ameritrade Investment Management
Nebraska
$4K -$414 -3 -9%
AOWM
337
Alpha Omega Wealth Management
Virginia
$4K – – –
WT
338
Whittier Trust
California
$4K – – –
RIM
339
Ranger Investment Management
Texas
$3K -$1.38K -10 -27%
CWA
340
Clarus Wealth Advisors
Arizona
$3K -$1.24K -9 -29%
LWA
341
Lenox Wealth Advisors
New York
$3K – – –
SMG
342
Spectrum Management Group
Indiana
$3K +$2.76K +20 New
CIAS
343
Capital Investment Advisory Services
North Carolina
$2K +$2.07K +15 New
LWM
344
Liberty Wealth Management
California
$2K +$3.18K +23 New
RMC
345
Resources Management Corp
Connecticut
$1K – – –
PWMG
346
Prestige Wealth Management Group
New Jersey
$1K +$1.52K +11 New
PHS
347
PFM Health Sciences
California
– -$46M -299,037 Closed
DPIM
348
Duff & Phelps Investment Management
Illinois
– -$10.2M -66,551 Closed
PIM
349
Platinum Investment Management
Australia
– -$2.67M -17,400 Closed
AT
350
Arden Trust
Delaware
– -$1.57M -10,190 Closed
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