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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AllSquare Wealth Management
New York
$36K +$39.8K +727 New
AWA
102
Arkadios Wealth Advisors
Georgia
$34K +$37.9K +694 New
CSS
103
Cubist Systematic Strategies
Connecticut
$30K +$32.8K +600 New
IA
104
IFP Advisors
Florida
$29K +$31.9K +584 New
SIMG
105
Stephens Investment Management Group
Texas
$25K +$27.3K +500 New
Wells Fargo
106
Wells Fargo
California
$23K +$24.7K +451 New
NFG
107
Next Financial Group
Texas
$20K +$21.9K +400 New
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$21.9K +400 New
DTIM
109
Danda Trouve Investment Management
Kansas
$19K +$20.9K +382 New
CG
110
Cutler Group
California
$19K +$21.9K +400 New
UBS Group
111
UBS Group
Switzerland
$16K +$17.9K +327 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$14K +$15.5K +284 New
FIA
113
FNY Investment Advisers
New York
$13K +$14.8K +270 New
BCM
114
Blume Capital Management
California
$10K +$10.9K +200 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$8K +$8.69K +159 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$5K +$5.47K +100 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$4K +$5.47K +100 New
APA
118
American Portfolios Advisors
New York
$2.1K +$2.3K +42 New
CA
119
Clearstead Advisors
Ohio
$2K +$2.73K +50 New
HI
120
Harbour Investments
Wisconsin
$1K +$601 +11 New
BFC
121
Bedel Financial Consulting
Indiana
$1K +$1.31K +24 New