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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
526
Focused Wealth Management
New York
$175K +$8.26K +198 +6%
GWM
527
Geneos Wealth Management
Colorado
$167K -$90.8K -2,176 -38%
CLOS
528
Compagnie Lombard Odier SCmA
Switzerland
$162K – – –
FDCDDQ
529
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$16.6K -397 -11%
HI
530
Hudock Inc
Pennsylvania
$140K -$5.13K -123 -4%
QCG
531
Quadrant Capital Group
Ohio
$129K +$1.33K +32 +1%
PHK
532
Point72 Hong Kong
Hong Kong
$128K -$1.76M -42,211 -94%
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$125K -$18.2K -437 -14%
ST
534
Smithfield Trust
Pennsylvania
$121K – – –
SC
535
Steph & Co
Wisconsin
$121K +$105K +2,526 New
NFG
536
Next Financial Group
Texas
$117K -$1.24M -29,680 -92%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$114K +$99.4K +2,383 New
AP
538
Americana Partners
Texas
$109K +$95K +2,277 New
SCM
539
Silvant Capital Management
Georgia
$107K – – –
ASN
540
Advisory Services Network
Georgia
$103K -$681K -16,333 -88%
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
$101K +$67.1K +1,608 +328%
ARMT
542
Amica Retiree Medical Trust
Rhode Island
$97K – – –
PA
543
Parallel Advisors
California
$96K -$8.8K -211 -10%
GFPC
544
Global Financial Private Client
Florida
$95.3K +$82.8K +1,986 New
WB
545
Webster Bank
Connecticut
$95K – – –
S
546
SignatureFD
Georgia
$95K +$28.7K +687 +53%
TRCT
547
Tower Research Capital (TRC)
New York
$93K -$859K -20,581 -91%
SIM
548
Sonora Investment Management
Arizona
$88K +$584 +14 +0.8%
FCA
549
FinTrust Capital Advisors
South Carolina
$86K -$501 -12 -0.7%
FCMT
550
Founders Capital Management (Texas)
Texas
$84K – – –
20 21
22
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