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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
501
Washington Trust Advisors
Massachusetts
$19.4K – – –
SWM
502
Spire Wealth Management
Virginia
$19K +$18.9K +440 New
NFSG
503
Newbridge Financial Services Group
Florida
$18.7K +$11.8K +275 +174%
TIM
504
Tortoise Investment Management
New York
$18.5K – – –
KM
505
Kalos Management
Georgia
$18.5K +$18.4K +429 New
AP
506
Arlington Partners
Alabama
$17K +$17K +395 New
DGAM
507
Desjardins Global Asset Management
Quebec, Canada
$17K +$17.2K +400 New
ASN
508
Advisory Services Network
Georgia
$16.5K -$61.1K -1,424 -79%
FHA
509
First Horizon Advisors
Tennessee
$16.2K – – –
HFS
510
Hantz Financial Services
Michigan
$15K +$86 +2 +0.6%
PP
511
PFS Partners
New Jersey
$13.7K – – –
HS
512
Horan Securities
United States
$13.5K +$86 +2 +0.6%
AFG
513
Albion Financial Group
Utah
$12.9K – – –
CWP
514
Concord Wealth Partners
Virginia
$12.4K +$86 +2 +0.7%
GI
515
Gradient Investments
Minnesota
$11.6K +$386 +9 +3%
EWA
516
EverSource Wealth Advisors
Alabama
$11K -$1.97K -46 -15%
FCMT
517
Founders Capital Management (Texas)
Texas
$11K – – –
JWM
518
Janiczek Wealth Management
Colorado
$10.9K – – –
TWA
519
TCI Wealth Advisors
Arizona
$10.9K +$43 +1 +0.4%
CFD
520
Creative Financial Designs
Indiana
$10.8K +$43 +1 +0.4%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$215 +5 +2%
ME
522
McIlrath & Eck
Washington
$10.2K +$1.12K +26 +12%
FFA
523
Farther Finance Advisors
California
$9.91K +$1.76K +41 +22%
PGAM
524
Princeton Global Asset Management
New Jersey
$9.14K – – –
HGERS
525
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9.23K +215 New
19 20
21
22 23