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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
701
RMR Wealth Builders
New Jersey
$219K +$231K +737 New
IFWM
702
Institute for Wealth Management
Colorado
$217K +$16.9K +54 +8%
RMCM
703
Reynders McVeigh Capital Management
Massachusetts
$216K -$314 -1 -0.1%
CPIG
704
Chicago Partners Investment Group
Illinois
$216K +$628 +2 +0.3%
AFP
705
Ausdal Financial Partners
Iowa
$216K +$228K +728 New
GIA
706
Gateway Investment Advisers
Ohio
$214K -$2.51K -8 -1%
BWFA
707
Baltimore-Washington Financial Advisors
Maryland
$214K +$226K +721 New
6M
708
6 Meridian
Kansas
$212K -$51.8K -165 -19%
PCP
709
Proficio Capital Partners
Massachusetts
$212K -$21K -67 -9%
ARMC
710
American Research & Management Company
Massachusetts
$212K – – –
AMM
711
American Money Management
California
$212K +$223K +712 New
PA
712
Pinnacle Associates
New York
$210K – – –
GWMIA
713
Global Wealth Management Investment Advisory
Florida
$208K -$2.2M -7,003 -91%
PR
714
Payden & Rygel
California
$208K – – –
NFG
715
Next Financial Group
Texas
$208K +$24.2K +77 +12%
WA1
716
Wimmer Associates 1
California
$206K -$6.28K -20 -3%
LC
717
Lindbrook Capital
California
$206K +$1.88K +6 +0.9%
RWA
718
Ropes Wealth Advisors
Massachusetts
$205K – – –
LC
719
Landaas & Company
Wisconsin
$204K – – –
AWA
720
Arkadios Wealth Advisors
Georgia
$204K +$73.7K +235 +52%
OIA
721
OneDigital Investment Advisors
Kansas
$201K +$212K +676 New
JWM
722
Janiczek Wealth Management
Colorado
$200K +$20.1K +64 +11%
CF
723
Centaurus Financial
California
$198K +$210K +668 New
HI
724
Harbour Investments
Wisconsin
$196K +$9.41K +30 +5%
CFA
725
Carroll Financial Associates
North Carolina
$194K -$11.6K -37 -5%
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