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Name Holding Trade Value Shares
Change
Change in
Stake
TI
551
Turner Investments
Pennsylvania
$45K
JIR
552
James Investment Research
Ohio
$44K
WIM
553
Westside Investment Management
California
$41.9K -$950 -26 -2%
IP
554
Intellectus Partners
California
$38K
Thrivent Financial for Lutherans
555
Thrivent Financial for Lutherans
Minnesota
$38K +$37.3K +1,021 New
AWMS
556
Advocacy Wealth Management Services
Georgia
$36K +$18.5K +507 +100%
JG
557
Jefferies Group
New York
$34K +$32.8K +898 New
CFG
558
CKW Financial Group
Hawaii
$31K
SIM
559
Sonora Investment Management
Arizona
$30K
IR
560
Invictus RG
Bermuda
$28K +$7.08K +194 +36%
CFG
561
Citizens Financial Group
Rhode Island
$26K
AIP
562
Ameritas Investment Partners
Nebraska
$25K
FWM
563
Focused Wealth Management
New York
$23K +$11.2K +308 +100%
AWM
564
AllSquare Wealth Management
New York
$22K +$21.7K +595 New
PFBT
565
Parkside Financial Bank & Trust
Missouri
$21K
RFM
566
Royal Fund Management
Florida
$21K
WEC
567
Winslow Evans & Crocker
Massachusetts
$20.8K
NIC
568
Northwest Investment Counselors
Oregon
$20K
MSFP
569
Mark Sheptoff Financial Planning
Connecticut
$19K
TDC
570
Thompson Davis & Co
Virginia
$18K +$4.64K +127 +37%
RBC
571
Roble Belko & Company
Pennsylvania
$16K
WOC
572
West Oak Capital
California
$15K
FAM
573
Fred Alger Management
New York
$13K
BCI
574
Brinker Capital Investments
Pennsylvania
$13K +$6.46K +177 +113%
WAM
575
Wealthspire Advisors (Maryland)
Maryland
$12K -$7.85K -215 -40%