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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
476
Alera Investment Advisors
Illinois
$5K – – –
AWM
477
Avior Wealth Management
Nebraska
$5K – – –
GRP
478
Global Retirement Partners
California
$5K – – –
TNBTD
479
Trustmark National Bank Trust Department
Mississippi
$5K +$5.16K +100 New
SWA
480
Sutton Wealth Advisors
Florida
$4.76K -$980 -19 -17%
PWMG
481
Prestige Wealth Management Group
New Jersey
$3K -$1.08K -21 -30%
ATC
482
Adirondack Trust Company
New York
$3K – – –
BWM
483
Baystate Wealth Management
Massachusetts
$2K – – –
BCA
484
Berman Capital Advisors
Georgia
$2K – – –
PCP
485
Proficio Capital Partners
Massachusetts
$2K – – –
CI
486
CX Institutional
Indiana
$2K +$2.32K +45 New
JCM
487
Julex Capital Management
Massachusetts
$1.22K +$1.24K +24 New
HR
488
Howe & Rusling
New York
$1K -$310 -6 -27%
CCM
489
Covington Capital Management
California
$1K – – –
FANJ
490
Financial Architects (New Jersey)
New Jersey
$1K – – –
PCFFS
491
Pacific Center for Financial Services
California
$1K – – –
GWS
492
Glassman Wealth Services
Virginia
$1K +$206 +4 +36%
AF
493
Advisornet Financial
Minnesota
$1K +$980 +19 New
WCG
494
Weaver Consulting Group
California
$1K +$1.29K +25 New
LF
495
Lee Financial
Texas
$1K +$1.45K +28 New
LCS
496
Levin Capital Strategies
New York
– -$66.4M -1,443,386 Closed
Massachusetts Financial Services
497
Massachusetts Financial Services
Massachusetts
– -$28.5M -620,528 Closed
PI
498
Putnam Investments
Massachusetts
– -$21.8M -472,988 Closed
Nomura Holdings
499
Nomura Holdings
Japan
– -$8.08M -176,776 Closed
RBA
500
Richard Bernstein Advisors
New York
– -$2.66M -57,822 Closed