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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
351
Carroll Financial Associates
North Carolina
$21K – – –
IA
352
IFP Advisors
Florida
$21K – – –
AFS
353
Annapolis Financial Services
Maryland
$19K – – –
TSW
354
Thompson Siegel & Walmsley
Virginia
$18K – – –
HWA
355
HHM Wealth Advisors
Tennessee
$16K – – –
BIA
356
Bell Investment Advisors
California
$16K +$15.7K +135 New
NFG
357
Next Financial Group
Texas
$15K -$1.05K -9 -7%
HIA
358
Harbor Investment Advisory
Maryland
$15K – – –
KIG
359
Kowal Investment Group
Wisconsin
$15K +$15.5K +133 New
AF
360
Allworth Financial
California
$13K +$233 +2 +2%
LWM
361
Liberty Wealth Management
California
$13K +$9.44K +81 +261%
ADL
362
Asset Dedication LLC
California
$12K +$11.9K +102 New
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
TRCT
364
Tower Research Capital (TRC)
New York
$11K +$2.91K +25 +34%
AF
365
Arrow Financial
New York
$10K – – –
LWP
366
Laurel Wealth Planning
Minnesota
$10K +$9.79K +84 New
HCP
367
Hexagon Capital Partners
Arkansas
$9K -$6.99K -60 -43%
LWA
368
Lenox Wealth Advisors
New York
$8K – – –
HIM
369
Hillsdale Investment Management
Ontario, Canada
$7K -$4.43K -38 -40%
LWANC
370
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
TAIM
371
TD Ameritrade Investment Management
Nebraska
$7K +$3.38K +29 +55%
JWA
372
JFS Wealth Advisors
Pennsylvania
$6K – – –
PFA
373
Professional Financial Advisors
Nebraska
$6K – – –
BCA
374
Berman Capital Advisors
Georgia
$6K +$2.1K +18 +49%
FPS
375
Fieldpoint Private Securities
Connecticut
$6K +$6.18K +53 New
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