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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
776
Global Wealth Management Investment Advisory
Florida
$63K -$65.1K -3,000 -57%
KAS
777
Kemnay Advisory Services
New York
$63K – – –
WB
778
Webster Bank
Connecticut
$63K – – –
RFWA
779
RPg Family Wealth Advisory
Massachusetts
$61.1K +$4.23K +195 +10%
TF
780
TimeScale Financial
Massachusetts
$60K – – –
GI
781
Gradient Investments
Minnesota
$59K +$32.5K +1,500 +238%
PCG
782
Private Capital Group
Connecticut
$58K +$28.6K +1,320 +173%
ARMC
783
American Research & Management Company
Massachusetts
$57K – – –
BFC
784
Bedel Financial Consulting
Indiana
$57K +$2.93K +135 +7%
HWM
785
Holloway Wealth Management
Florida
$54K – – –
LGWM
786
Litman Gregory Wealth Management
California
$54K – – –
AWM
787
AllSquare Wealth Management
New York
$52K – – –
SIC
788
Samalin Investment Counsel
New York
$52K +$40.7K +1,875 New
LWA
789
Lenox Wealth Advisors
New York
$51K +$6.83K +315 +21%
SWM
790
Sugarloaf Wealth Management
Georgia
$51K +$39.4K +1,815 New
HGWM
791
Harvest Group Wealth Management
Massachusetts
$50K – – –
QAM
792
QCI Asset Management
New York
$50K +$15.9K +735 +70%
FCM
793
Firestone Capital Management
Florida
$50K +$39K +1,800 New
RG
794
Retirement Group
California
$49K +$38.4K +1,770 New
PK
795
Pflug Koory
Nebraska
$48K +$5.86K +270 +19%
MAWCM
796
Mine & Arao Wealth Creation & Management
California
$48K +$37.4K +1,725 New
PCA
797
Providence Capital Advisors
North Carolina
$46K +$35.8K +1,650 New
TPCW
798
TD Private Client Wealth
New York
$45.2K +$35.1K +1,620 New
TC
799
Trust Company
Kansas
$44K – – –
MIFH
800
Migdal Insurance & Financial Holdings
Israel
$44K +$27.3K +1,260 +382%
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32
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