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Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Procyon Advisors
Connecticut
$6K +$4.98K +75 New
CFGS
352
Concourse Financial Group Securities
Alabama
$5K
TIM
353
Tortoise Investment Management
New York
$5K
EWM
354
Edge Wealth Management
New York
$4K
SPIA
355
Steward Partners Investment Advisory
New York
$4K
APWM
356
Atlas Private Wealth Management
New York
$4K +$3.32K +50 New
TL
357
TrueWealth LLC
Georgia
$4K +$3.79K +57 New
EARNEST Partners
358
EARNEST Partners
Georgia
$3K
HR
359
Howe & Rusling
New York
$3K
SBL
360
Sargent Bickham Lagudis
Colorado
$3K
EW
361
Evoke Wealth
California
$2.15K -$266 -4 -12%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$2K
HGWM
363
Harvest Group Wealth Management
Massachusetts
$2K
MA
364
MUFG Americas
New York
$2K
RIA
365
Realta Investment Advisors
Delaware
$2K
SFS
366
Sowell Financial Services
Arkansas
$1K -$4.79K -72 -84%
CFG
367
Citizens Financial Group
Rhode Island
$1K -$1.99K -30 -71%
CA
368
Crewe Advisors
Utah
$1K
TFO
369
Tarbox Family Office
California
$1K
TCM
370
Tradewinds Capital Management
Washington
$1K
LWM
371
Lionsbridge Wealth Management
Florida
$1K +$1.06K +16 New
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$1K +$1.33K +20 New
APA
373
American Portfolios Advisors
New York
$739
SWA
374
Sutton Wealth Advisors
Florida
$591
AIM
375
Artemis Investment Management
United Kingdom
-$18.2M -297,387 Closed