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Starwood Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
401
Advocacy Wealth Management Services
Georgia
$37K – – –
AIL
402
AGF Investments LLC
Ontario, Canada
$36K +$1.96K +81 +6%
VNA
403
Valley National Advisers
Pennsylvania
$34K +$33.7K +1,395 New
SIC
404
Salem Investment Counselors
North Carolina
$30K -$57.9K -2,396 -66%
CFGS
405
Concourse Financial Group Securities
Alabama
$30K +$13.2K +548 +83%
PCFFS
406
Pacific Center for Financial Services
California
$29K – – –
TFS
407
TrustCore Financial Services
Tennessee
$29K – – –
WTA
408
Washington Trust Advisors
Massachusetts
$29K – – –
BWA
409
BDO Wealth Advisors
Florida
$27K – – –
JMF
410
Johnson Midwest Financial
Iowa
$27K – – –
EI
411
Ellevest Inc
New York
$26K +$23.9K +990 +1,076%
DI
412
Disciplined Investments
Oklahoma
$24K – – –
GWSG
413
GPS Wealth Strategies Group
Colorado
$24K – – –
LWA
414
Lenox Wealth Advisors
New York
$24K – – –
VCM
415
Vigilant Capital Management
Maine
$24K +$24.2K +1,000 New
TIM
416
Tevis Investment Management
Texas
$21K +$411 +17 +2%
MIFH
417
Migdal Insurance & Financial Holdings
Israel
$20K – – –
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$18K +$507 +21 +3%
CP
419
Castleview Partners
Texas
$18K +$18.6K +769 New
DFCM
420
Dark Forest Capital Management
Puerto Rico
$17K -$142K -5,858 -89%
FPS
421
Fieldpoint Private Securities
Connecticut
$17K -$16.9K -700 -49%
AWM
422
AllSquare Wealth Management
New York
$17K – – –
BCMLT
423
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$17.9K +740 New
FCT
424
First Community Trust
Iowa
$16K – – –
TIM
425
Tortoise Investment Management
New York
$15K -$1.59K -66 -10%