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Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Bridgeworth
Alabama
$65K +$61.7K +1,297 New
MWM
227
Mascoma Wealth Management
New Hampshire
$60K
RE
228
RBC Europe
United Kingdom
$50.4K
S
229
SignatureFD
Georgia
$50K +$47.6K +1,000 New
FANJ
230
Financial Architects (New Jersey)
New Jersey
$43K +$9.52K +200 +30%
CFD
231
Creative Financial Designs
Indiana
$40K +$9.52K +200 +33%
HFM
232
Harvest Fund Management
China
$36K +$33.9K +712 New
MYIA
233
Mount Yale Investment Advisors
Colorado
$36K +$34.4K +723 New
TDC
234
Thompson Davis & Co
Virginia
$35K +$9.52K +200 +40%
CPA
235
Clear Perspective Advisors
Illinois
$33K -$30.9K -650 Closed
FFW
236
Fusion Family Wealth
New York
$32K
ASN
237
Advisory Services Network
Georgia
$31K
WT
238
Washington Trust
Rhode Island
$25K +$23.8K +500 New
SBL
239
Sargent Bickham Lagudis
Colorado
$23K
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$23K +$7.14K +150 +50%
Parallax Volatility Advisers
241
Parallax Volatility Advisers
California
$22K +$20.5K +431 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$21.5K
GEA
243
Glen Eagle Advisors
New Jersey
$20.4K +$10.2K +215 +113%
SHJ
244
Sharkey, Howes & Javer
Colorado
$20K +$19.3K +406 New
WAM
245
Wealthspire Advisors (Maryland)
Maryland
$16K +$714 +15 +5%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$16K +$5.71K +120 +60%
RWA
247
Ropes Wealth Advisors
Massachusetts
$15K
FIA
248
FNY Investment Advisers
New York
$15K +$14.3K +300 New
EWM
249
Edge Wealth Management
New York
$13K
VIA
250
Vantage Investment Advisors
Pennsylvania
$13K