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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
351
Annapolis Financial Services
Maryland
$19K – – –
TSW
352
Thompson Siegel & Walmsley
Virginia
$18K – – –
HWA
353
HHM Wealth Advisors
Tennessee
$16K – – –
BIA
354
Bell Investment Advisors
California
$16K +$15.7K +135 New
NFG
355
Next Financial Group
Texas
$15K -$1.05K -9 -7%
HIA
356
Harbor Investment Advisory
Maryland
$15K – – –
KIG
357
Kowal Investment Group
Wisconsin
$15K +$15.5K +133 New
AF
358
Allworth Financial
California
$13K +$233 +2 +2%
LWM
359
Liberty Wealth Management
California
$13K +$9.44K +81 +261%
ADL
360
Asset Dedication LLC
California
$12K +$11.9K +102 New
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
TRCT
362
Tower Research Capital (TRC)
New York
$11K +$2.91K +25 +34%
AF
363
Arrow Financial
New York
$10K – – –
LWP
364
Laurel Wealth Planning
Minnesota
$10K +$9.79K +84 New
HCP
365
Hexagon Capital Partners
Arkansas
$9K -$6.99K -60 -43%
MGIM
366
M&G Investment Management
United Kingdom
$8.87K -$1.54M -13,206 -15%
LWA
367
Lenox Wealth Advisors
New York
$8K – – –
HIM
368
Hillsdale Investment Management
Ontario, Canada
$7K -$4.43K -38 -40%
LWANC
369
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
TAIM
370
TD Ameritrade Investment Management
Nebraska
$7K +$3.38K +29 +55%
JWA
371
JFS Wealth Advisors
Pennsylvania
$6K – – –
PFA
372
Professional Financial Advisors
Nebraska
$6K – – –
BCA
373
Berman Capital Advisors
Georgia
$6K +$2.1K +18 +49%
FPS
374
Fieldpoint Private Securities
Connecticut
$6K +$6.18K +53 New
WTC
375
WhitTier Trust Company
Nevada
$6K +$6.18K +53 New
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