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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1126
SignatureFD
Georgia
$126K +$38.4K +434 +48%
IIM
1127
Ipswich Investment Management
Massachusetts
$126K +$115K +1,300 New
AF
1128
Allworth Financial
California
$120K +$17.7K +200 +19%
MFW
1129
Mosaic Family Wealth
Missouri
$119K +$31K +351 +39%
HFM
1130
Hartford Financial Management
Connecticut
$118K +$42.8K +484 +63%
NYLT
1131
New York Life Trust
New York
$117K -$3.71K -42 -3%
RFWA
1132
RPg Family Wealth Advisory
Massachusetts
$106K +$99K +1,120 New
GWM
1133
Gupta Wealth Management
California
$105K -$93.4K -1,056 -49%
GWM
1134
Geneos Wealth Management
Colorado
$97K +$90.1K +1,019 New
LWA
1135
Lowe Wealth Advisors
Maryland
$96K -$4.42K -50 -5%
WA
1136
WFG Advisors
Texas
$95K -$6.72K -76 -7%
PWM
1137
Perigon Wealth Management
California
$95K +$88.4K +1,000 New
KPCM
1138
Kings Point Capital Management
New York
$94K – – –
RFS
1139
Rockefeller Financial Services
New York
$90K – – –
QCG
1140
Quadrant Capital Group
Ohio
$82K +$24.3K +275 +42%
CBT
1141
Central Bank & Trust
Kentucky
$81K – – –
ZB
1142
Zions Bancorporation
Utah
$76K -$2.65K -30 -4%
SIG
1143
Stanford Investment Group
California
$76K – – –
GAM
1144
Gemmer Asset Management
California
$74K – – –
KTC
1145
Kistler-Tiffany Companies
Pennsylvania
$73K +$24.3K +275 +55%
MVIP
1146
Mar Vista Investment Partners
California
$71K -$234K -2,644 -78%
SBL
1147
Sargent Bickham Lagudis
Colorado
$70K +$65.4K +740 New
SIM
1148
Sonora Investment Management
Arizona
$61.1K +$4.42K +50 +9%
JG
1149
Jefferies Group
New York
$61K -$2.04M -23,022 -97%
AWM
1150
AllSquare Wealth Management
New York
$61K -$56.9K -643 -50%
44 45
46
47 48