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Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Centerpoint Advisors
Massachusetts
$15K
GWMIA
327
Global Wealth Management Investment Advisory
Florida
$14K +$6.9K +450 +90%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$14K +$12.6K +819 +683%
GWM
329
Geneos Wealth Management
Colorado
$13K
ST
330
Sageworth Trust
Pennsylvania
$13K
AAM
331
Advisors Asset Management
Colorado
$13K +$7.01K +457 +125%
HI
332
Harbour Investments
Wisconsin
$12K -$2.5K -163 -18%
AF
333
Advisornet Financial
Minnesota
$11K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$11K +$6.81K +444 +146%
GWS
335
Glassman Wealth Services
Virginia
$10K +$1.44K +94 +17%
SFPG
336
Stonebridge Financial Planning Group
Florida
$9K -$4.76K -310 -34%
AWM
337
Avior Wealth Management
Nebraska
$9K
CCM
338
Cribstone Capital Management
Maine
$8K -$1.38K -90 -15%
JPLA
339
Joseph P. Lucia & Associates
New York
$8K
PWM
340
Prentice Wealth Management
New York
$8K
PCG
341
Private Capital Group
Connecticut
$8K
WQ
342
Wealth Quarterback
New Jersey
$8K
S
343
SignatureFD
Georgia
$8K +$138 +9 +2%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$7K +$3.91K +255 +151%
GEA
345
Glen Eagle Advisors
New Jersey
$6.19K +$3.07K +200 +98%
NC
346
NewSquare Capital
Pennsylvania
$6K
IA
347
IFP Advisors
Florida
$5K -$35K -2,280 -88%
TWA
348
TCI Wealth Advisors
Arizona
$5K -$169 -11 -3%
QCG
349
Quadrant Capital Group
Ohio
$5K +$2K +130 +67%
TAIM
350
TD Ameritrade Investment Management
Nebraska
$5K +$6.71K +437 New