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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
OC
952
Oakworth Capital
Alabama
$14K +$967 +22 +7%
FWM
953
Focused Wealth Management
New York
$14K +$5.89K +134 +68%
TCOV
954
Trust Company of Vermont
Vermont
$13K +$2.9K +66 +28%
JG
955
Jefferies Group
New York
$12K -$5M -113,637 -100%
TSU
956
TD Securities (USA)
New York
$12K -$19.1K -435 -61%
RAM
957
Riggs Asset Management
Pennsylvania
$12K – – –
BWA
958
Burt Wealth Advisors
Maryland
$11K +$11.3K +257 New
LWA
959
Lenox Wealth Advisors
New York
$9K -$2.15K -49 -20%
APSP
960
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
WC
961
Whitnell & Co
Illinois
$8K – – –
IP
962
Isthmus Partners
Wisconsin
$7K – – –
PCP
963
Proficio Capital Partners
Massachusetts
$7K +$6.73K +153 New
HWP
964
Hefty Wealth Partners
Indiana
$7K +$7.56K +172 New
PG
965
Patten Group
Tennessee
$6.94K +$7.12K +162 New
WOC
966
West Oak Capital
California
$6.07K – – –
RWA
967
Ropes Wealth Advisors
Massachusetts
$6K -$177K -4,016 -97%
GI
968
Gradient Investments
Minnesota
$6K -$44 -1 -0.7%
TIM
969
Tortoise Investment Management
New York
$6K – – –
LWM
970
Lenox Wealth Management
Ohio
$5K – – –
PSC
971
Prentiss Smith & Co
Vermont
$5K – – –
SIM
972
Sonora Investment Management
Arizona
$5K – – –
PHK
973
Point72 Hong Kong
Hong Kong
$5K +$4.92K +112 New
RFA
974
Reilly Financial Advisors
California
$5K +$4.92K +112 New
CCS
975
Crosspoint Capital Strategies
California
$4K -$574K -13,060 -99%