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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$3K +$2.66K +117 New
GWMIA
502
Global Wealth Management Investment Advisory
Florida
$3K +$3.23K +142 New
M
503
MOTCO
Texas
$3K +$3.64K +160 New
CAW
504
Cornerstone Advisors (Washington)
Washington
$2K -$10.8K -477 -84%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$2K -$1.98K -87 -55%
AF
506
Allworth Financial
California
$2K
LFG
507
Larson Financial Group
Missouri
$2K
POIA
508
Pin Oak Investment Advisors
Texas
$2K
GWS
509
Glassman Wealth Services
Virginia
$2K +$1.59K +70 +179%
MF
510
Manchester Financial
California
$2K +$2.27K +100 New
RWA
511
Redhawk Wealth Advisors
Minnesota
$2K +$2.37K +104 New
ECM
512
Estabrook Capital Management
New York
$1.5K
FGAM
513
Financial Gravity Asset Management
Texas
$1K -$1.91K -84 -59%
BWM
514
BerganKDV Wealth Management
Minnesota
$1K
CAC
515
Certified Advisory Corp
Florida
$1K
FPFS
516
First Personal Financial Services
North Carolina
$1K
NR
517
Newfound Research
Massachusetts
$1K
QAM
518
QCI Asset Management
New York
$1K
TCM
519
Tradewinds Capital Management
Washington
$1K
WAS
520
Winch Advisory Services
Wisconsin
$1K +$23 +1 +2%
TFA
521
Transamerica Financial Advisors
Florida
$1K +$91 +4 New
TWA
522
TCI Wealth Advisors
Arizona
$1K +$682 +30 New
SWA
523
Sutton Wealth Advisors
Florida
$837
N
524
Natixis
France
-$33.8M -1,399,241 Closed
AIM
525
Assured Investment Management
New York
-$15.7M -654,416 Closed