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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$6K
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$7.59K +437 New
IFAM
203
Institutional & Family Asset Management
Colorado
$5K
MCM
204
Manchester Capital Management
Vermont
$5K
GAM
205
Gemmer Asset Management
California
$4K
GWS
206
Glassman Wealth Services
Virginia
$3K -$243 -14 -7%
VFA
207
Valeo Financial Advisors
Indiana
$3K
TWA
208
TCI Wealth Advisors
Arizona
$3K +$2.02K +116 +109%
SF
209
Synovus Financial
Georgia
$3K +$3.58K +206 New
VCM
210
Versant Capital Management
Arizona
$2K -$6.33K -364 -68%
TFO
211
Tarbox Family Office
California
$2K +$1.77K +102 +213%
QCG
212
Quadrant Capital Group
Ohio
$2K +$1.96K +113 New
AP
213
Arlington Partners
Alabama
$2K +$2.66K +153 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1K -$17 -1 -2%
BWP
215
Baldwin Wealth Partners
Massachusetts
$1K
GWM
216
Geneos Wealth Management
Colorado
$1K
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
NFG
218
Next Financial Group
Texas
$1K
OIA
219
Optimum Investment Advisors
Illinois
$1K
PB
220
Pinnacle Bancorp
Nebraska
$1K
SFS
221
Sowell Financial Services
Arkansas
$1K
S
222
SignatureFD
Georgia
$1K +$799 +46 New
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388
FGAM
224
Financial Gravity Asset Management
Texas
$200 -$782 -45 -75%
Westfield Capital Management
225
Westfield Capital Management
Massachusetts
-$24.3M -1,150,977 Closed