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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$15.3K – – –
CA
327
Centerpoint Advisors
Massachusetts
$15K – – –
GWMIA
328
Global Wealth Management Investment Advisory
Florida
$14K +$6.9K +450 +90%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$14K +$12.6K +819 +683%
GWM
330
Geneos Wealth Management
Colorado
$13K – – –
ST
331
Sageworth Trust
Pennsylvania
$13K – – –
AAM
332
Advisors Asset Management
Colorado
$13K +$7.01K +457 +125%
HI
333
Harbour Investments
Wisconsin
$12K -$2.5K -163 -18%
AF
334
Advisornet Financial
Minnesota
$11K – – –
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$11K +$6.81K +444 +146%
GWS
336
Glassman Wealth Services
Virginia
$10K +$1.44K +94 +17%
SFPG
337
Stonebridge Financial Planning Group
Florida
$9K -$4.76K -310 -34%
AWM
338
Avior Wealth Management
Nebraska
$9K – – –
CCM
339
Cribstone Capital Management
Maine
$8K -$1.38K -90 -15%
JPLA
340
Joseph P. Lucia & Associates
New York
$8K – – –
PWM
341
Prentice Wealth Management
New York
$8K – – –
PCG
342
Private Capital Group
Connecticut
$8K – – –
WQ
343
Wealth Quarterback
New Jersey
$8K – – –
S
344
SignatureFD
Georgia
$8K +$138 +9 +2%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$7K +$3.91K +255 +151%
GEA
346
Glen Eagle Advisors
New Jersey
$6.19K +$3.07K +200 +98%
NC
347
NewSquare Capital
Pennsylvania
$6K – – –
IA
348
IFP Advisors
Florida
$5K -$35K -2,280 -88%
TWA
349
TCI Wealth Advisors
Arizona
$5K -$169 -11 -3%
QCG
350
Quadrant Capital Group
Ohio
$5K +$2K +130 +67%