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Pitney Bowes
PBI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
251
Mascoma Wealth Management
New Hampshire
$2K – – –
PCA
252
Providence Capital Advisors
North Carolina
$2K – – –
HGWM
253
Harvest Group Wealth Management
Massachusetts
$2K +$1.15K +214 +73%
PA
254
Parallel Advisors
California
$2K +$2.05K +382 New
PFBT
255
Parkside Financial Bank & Trust
Missouri
$2K +$2.73K +508 New
TFO
256
Tarbox Family Office
California
$2K +$2.78K +518 +4,317%
CAW
257
Cornerstone Advisors (Washington)
Washington
$2K +$3K +558 New
APA
258
American Portfolios Advisors
New York
$1.09K – – –
JIM
259
Jupiter Investment Management
United Kingdom
$1K -$523K -97,372 -100%
TRCT
260
Tower Research Capital (TRC)
New York
$1K -$235K -43,857 -100%
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$134 -25 -11%
AF
262
Advisornet Financial
Minnesota
$1K – – –
DOA
263
D'Orazio & Associates
Virginia
$1K – – –
EWM
264
Executive Wealth Management
Michigan
$1K – – –
IWA
265
Intercontinental Wealth Advisors
Texas
$1K – – –
RIA
266
Realta Investment Advisors
Delaware
$1K – – –
TWA
267
TCI Wealth Advisors
Arizona
$1K – – –
GWS
268
Glassman Wealth Services
Virginia
$1K +$440 +82 +182%
PCP
269
Proficio Capital Partners
Massachusetts
$1K +$1.78K +331 New
RCA
270
Restructuring Capital Associates
Connecticut
– -$8.25M -1,200,496 Closed
CEP
271
Chicago Equity Partners
Illinois
– -$3.76M -547,587 Closed
SCI
272
SkyBridge Capital II
New York
– -$2.5M -363,730 Closed
FIM
273
Freedom Investment Management
Connecticut
– -$2.29M -332,696 Closed
SFI
274
Susquehanna Fundamental Investments
Pennsylvania
– -$1.94M -282,835 Closed
LCM
275
Laurion Capital Management
New York
– -$1.74M -252,696 Closed
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