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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$14K -$121K -3,333 -89%
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$14.5K +400 New
FPS
603
Fieldpoint Private Securities
Connecticut
$14K +$14.5K +402 New
TPCW
604
TD Private Client Wealth
New York
$13.1K +$13.2K +364 New
BWA
605
BDO Wealth Advisors
Florida
$13K +$3.62K +100 +37%
BCMLT
606
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$12.8K +354 New
T
607
TCWP
Ohio
$13K +$13.9K +385 New
HIA
608
Harbor Investment Advisory
Maryland
$11K -$14.5K -400 -57%
CA
609
Crewe Advisors
Utah
$11K – – –
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
AWM
611
Atticus Wealth Management
Florida
$11K +$10.7K +295 +7,375%
JPLA
612
Joseph P. Lucia & Associates
New York
$11K +$11.2K +310 New
TFGT
613
TS Financial Group (TSFG)
Illinois
$9K -$18.4K -510 -67%
BWM
614
Baystate Wealth Management
Massachusetts
$9K – – –
SBL
615
Sargent Bickham Lagudis
Colorado
$9K +$217 +6 +3%
SIS
616
Sound Income Strategies
Florida
$9K +$542 +15 +6%
NWM
617
Nauset Wealth Management
Connecticut
$9K +$9.4K +260 New
HA
618
Herold Advisors
New York
$9K +$9.04K +250 New
PA
619
PSI Advisors
Florida
$8K -$19.9K -550 -72%
HFM
620
Harvest Fund Management
China
$8K – – –
MWA
621
Moser Wealth Advisors
Washington
$8K – – –
TWM
622
Tradition Wealth Management
Minnesota
$8K +$253 +7 +3%
WIM
623
Westside Investment Management
California
$7.49K +$1.77K +49 +10%
CP
624
Castleview Partners
Texas
$7K -$333K -9,206 -98%
CT
625
Cambridge Trust
Massachusetts
$7K -$15.4K -426 -69%
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