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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
701
Berman Capital Advisors
Georgia
$51K +$10.6K +27 +21%
GWSG
702
GPS Wealth Strategies Group
Colorado
$51K +$61.5K +157 New
RA
703
Resolute Advisors
California
$51K +$61.9K +158 New
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$50K – – –
JMF
705
Johnson Midwest Financial
Iowa
$49K – – –
CFD
706
Creative Financial Designs
Indiana
$49K +$9.8K +25 +20%
HFS
707
HBC Financial Services
Washington
$46.6K +$17.6K +45 +60%
KFI
708
Key Financial Inc
Pennsylvania
$45K -$25.1K -64 -32%
AWM
709
Activest Wealth Management
Florida
$45K +$54.1K +138 New
TF
710
TimeScale Financial
Massachusetts
$44K -$5.88K -15 -10%
AWM
711
Accel Wealth Management
Iowa
$42K -$11.8K -30 -19%
TIM
712
Tortoise Investment Management
New York
$42K +$51K +130 New
ATC
713
Adirondack Trust Company
New York
$41K +$1.96K +5 +4%
GWS
714
Glassman Wealth Services
Virginia
$41K +$8.23K +21 +20%
PMFA
715
Plante Moran Financial Advisors
Michigan
$40K – – –
AIC
716
Archer Investment Corporation
Indiana
$38.8K +$7.05K +18 +18%
WAS
717
Winch Advisory Services
Wisconsin
$38K +$12.9K +33 +39%
RWB
718
RMR Wealth Builders
New Jersey
$38K +$18K +46 +66%
ICM
719
Islay Capital Management
Texas
$37K – – –
RWG
720
Regal Wealth Group
California
$36K – – –
CFB
721
Cullen/Frost Bankers
Texas
$33K -$39.2K -100 -50%
PP
722
Pacifica Partners
Canada
$33K -$39.2K -100 -50%
AA
723
Ancora Advisors
Ohio
$33K – – –
AF
724
Arrow Financial
New York
$33K – – –
PO
725
Private Ocean
California
$33K – – –
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