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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
326
Reilly Financial Advisors
California
$22K
OSNBOA
327
Old Second National Bank of Aurora
Illinois
$22K +$10.6K +750 +100%
BAMCO Inc
328
BAMCO Inc
New York
$22K +$20.9K +1,480 New
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$22K +$21.2K +1,500 New
STA
330
Summit Trail Advisors
New York
$20K +$19.4K +1,370 New
CAL
331
Capital Analysts LLC
Pennsylvania
$18K
BFC
332
Bedel Financial Consulting
Indiana
$17K
ADL
333
Asset Dedication LLC
California
$15K
RWA
334
Ropes Wealth Advisors
Massachusetts
$15K
SSB
335
Sandy Spring Bank
Maryland
$15K
TCOV
336
Trust Company of Vermont
Vermont
$15K
CCMW
337
Cypress Capital Management (Wyoming)
Wyoming
$15K +$14.2K +1,000 New
S
338
SignatureFD
Georgia
$12K -$138K -9,750 -92%
GEA
339
Glen Eagle Advisors
New Jersey
$11.7K +$5.66K +400 +100%
SWP
340
Strategic Wealth Partners
Ohio
$11K
CBOA
341
Commonwealth Bank of Australia
Australia
$9K +$9.91K +700 New
AF
342
Arrow Financial
New York
$7K
CAC
343
Certified Advisory Corp
Florida
$7K
HCM
344
Horrell Capital Management
Arkansas
$7K
PCM
345
Peregrine Capital Management
Minnesota
$6K -$33.1M -2,340,850 -100%
CFN
346
Cordasco Financial Network
Florida
$5K +$4.67K +330 New
SBL
347
Sargent Bickham Lagudis
Colorado
$5K +$5.09K +360 New
AIS
348
Accurate Investment Solutions
Pennsylvania
$4K
AA
349
AlphaMark Advisors
Kentucky
$4K
EDRH
350
Edmond de Rothschild Holding
Switzerland
$4K +$3.54K +250 New