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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$18K +$18.6K +1,000 New
CG
202
Cutler Group
California
$17K -$26K -1,400 -60%
PA
203
Parallel Advisors
California
$12K – – –
PFSC
204
Peoples Financial Services Corp
Pennsylvania
$11K – – –
STA
205
Summit Trail Advisors
New York
$11K +$9.28K +500 New
SWM
206
SeaCrest Wealth Management
New York
$11K +$11.1K +600 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$10K +$668 +36 +7%
AIL
208
AGF Investments LLC
Ontario, Canada
$9K – – –
WCBA
209
Weaver C. Barksdale & Associates
Tennessee
$9K +$1.09K +59 +14%
FHA
210
First Horizon Advisors
Tennessee
$8K – – –
APA
211
American Portfolios Advisors
New York
$7.4K +$7.43K +400 New
IA
212
IFP Advisors
Florida
$7K -$1.39K -75 -16%
HDIM
213
Hanson & Doremus Investment Management
Vermont
$6K – – –
SAM
214
Solaris Asset Management
New York
$6K – – –
MSA
215
Marino Stram & Associates
Massachusetts
$6K +$6.28K +338 New
CFG
216
Citizens Financial Group
Rhode Island
$3K – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$2.33K +$2.34K +126 New
VIA
218
Vantage Investment Advisors
Pennsylvania
$2K – – –
TFA
219
Toth Financial Advisory
Virginia
$2K +$1.86K +100 New
AssetMark Inc
220
AssetMark Inc
California
$1K +$780 +42 New
AIS
221
Accurate Investment Solutions
Pennsylvania
$1K +$928 +50 New
SWP
222
Stratos Wealth Partners
Ohio
$1K +$1.09K +59 New
ICP
223
Indus Capital Partners
New York
– -$14.7M -751,238 Closed
BIM
224
Bogle Investment Management
Massachusetts
– -$9.45M -482,118 Closed
NFA
225
Nationwide Fund Advisors
Ohio
– -$5.51M -280,954 Closed