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Name Holding Trade Value Shares
Change
Change in
Stake
TI
901
Turner Investments
Pennsylvania
$105K -$1.3M -36,900 -93%
3C
902
361 Capital
Colorado
$105K +$102K +2,897 New
RFS
903
Rockefeller Financial Services
New York
$104K – – –
IWMPD
904
Integrated Wealth Management (Palm Desert)
California
$101K +$17K +481 +21%
MFW
905
Mosaic Family Wealth
Missouri
$100K +$97.9K +2,774 New
WEC
906
Winslow Evans & Crocker
Massachusetts
$98.1K +$1.69K +48 +2%
AFP
907
Ausdal Financial Partners
Iowa
$97K +$94.2K +2,670 New
HCC
908
Hirtle Callaghan & Co
Pennsylvania
$93K +$89.5K +2,536 New
NFG
909
Next Financial Group
Texas
$87K – – –
PG
910
Patten Group
Tennessee
$86.6K +$14.1K +400 +20%
EWM
911
Endurance Wealth Management
Rhode Island
$79K +$77.3K +2,190 New
HI
912
Hudock Inc
Pennsylvania
$77K – – –
WA
913
WealthTrust-Arizona
Arizona
$77K +$25.3K +718 +51%
DBT
914
Dubuque Bank & Trust
Iowa
$76K +$73.8K +2,093 New
ADL
915
Asset Dedication LLC
California
$76K +$74.4K +2,110 New
CCS
916
Crosspoint Capital Strategies
California
$71K -$107K -3,023 -61%
FHA
917
First Horizon Advisors
Tennessee
$63K -$26K -736 -30%
AIM
918
Advantage Investment Management
Iowa
$61K +$56.4K +1,599 +1,999%
BL
919
Balentine LLC
Georgia
$60K -$77.8K -2,205 -57%
CFA
920
Carroll Financial Associates
North Carolina
$55K +$54.4K +1,542 New
MCA
921
Mercer Capital Advisers
New Jersey
$54K – – –
NYLT
922
New York Life Trust
New York
$52K -$1.06K -30 -2%
WRM
923
Westport Resources Management
Connecticut
$52K – – –
NCM
924
Nelson Capital Management
California
$50K +$17.6K +500 +57%
TWA
925
TCI Wealth Advisors
Arizona
$49K +$40.2K +1,139 +515%