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NYC

American Strategic Investment Co
NYC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1
Plotkin Financial Advisors
Maryland
$396K +$423K +4,056 New
AWM
2
AE Wealth Management
Kansas
$347K +$371K +3,559 New
JWCA
3
J.W. Cole Advisors
Florida
$225K +$240K +2,307 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$169K +$180K +1,728 New
Osaic Holdings
5
Osaic Holdings
Arizona
$140K +$149K +1,433 New
FAAS
6
First Allied Advisory Services
California
$123K +$131K +1,261 New
GWM
7
Geneos Wealth Management
Colorado
$106K +$116K +1,110 New
AWA
8
Arkadios Wealth Advisors
Georgia
$31.3K +$36.3K +348 New
APA
9
American Portfolios Advisors
New York
$29.3K +$31.3K +300 New
UBS Group
10
UBS Group
Switzerland
$28K +$30.6K +294 New
Nisa Investment Advisors
11
Nisa Investment Advisors
Missouri
$19K +$19.8K +190 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.9K +172 New
MF
13
Manchester Financial
California
$16K +$16.9K +162 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.17K +88 New
PFS
15
Prospera Financial Services
Texas
$6K +$6.25K +60 New
Morgan Stanley
16
Morgan Stanley
New York
$5K +$5K +48 New
CAGAS
17
Capital Advisory Group Advisory Services
Minnesota
$5K +$5.31K +51 New
GWMIA
18
Global Wealth Management Investment Advisory
Florida
$4K +$3.96K +38 New
CFB
19
Cullen/Frost Bankers
Texas
$4K +$4.17K +40 New
TRCT
20
Tower Research Capital (TRC)
New York
$4K +$4.17K +40 New
Citigroup
21
Citigroup
New York
$3K +$3.13K +30 New
HR
22
Howe & Rusling
New York
$3K +$3.13K +30 New
GFPC
23
Global Financial Private Client
Florida
$2.55K +$2.81K +27 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2K +$2.08K +20 New
AF
25
Arrow Financial
New York
$2K +$2.4K +23 New
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