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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
576
Tradition Wealth Management
Minnesota
$36K +$2.52K +8 +8%
EDRH
577
Edmond de Rothschild Holding
Switzerland
$35K – – –
RFA
578
Reilly Financial Advisors
California
$35K – – –
CFD
579
Creative Financial Designs
Indiana
$34K – – –
JWA
580
JFS Wealth Advisors
Pennsylvania
$34K +$17.3K +55 +110%
AA
581
AlphaCentric Advisors
Puerto Rico
$33K +$32.1K +102 New
DAM
582
Delta Asset Management
Tennessee
$32K – – –
GWS
583
Glassman Wealth Services
Virginia
$31K +$2.83K +9 +10%
MWM
584
Mascoma Wealth Management
New Hampshire
$31K +$30.5K +97 New
MA
585
Montag & Associates
Georgia
$30K +$6.93K +22 +31%
OF
586
Outfitter Financial
Maine
$24K +$23.6K +75 New
RA
587
Rise Advisors
New York
$22.5K +$22K +70 New
SCA
588
Stonebridge Capital Advisors
Minnesota
$22K +$2.52K +8 +13%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$21K -$16.7K -53 -45%
CA
590
Cornerstone Advisory
Maryland
$21K +$20.5K +65 New
AAP
591
Arax Advisory Partners
Colorado
$19K – – –
TFM
592
TFC Financial Management
Massachusetts
$19K – – –
MIM
593
Macroview Investment Management
Maryland
$19K +$4.72K +15 +34%
MTWM
594
Masso Torrence Wealth Management
New Jersey
$19K +$18.6K +59 New
SAM
595
Strategic Asset Management
Minnesota
$18K – – –
TCM
596
Tradewinds Capital Management
Washington
$18K – – –
HPC
597
HM Payson & Co
Maine
$18K +$17.9K +57 New
KFI
598
Key Financial Inc
Pennsylvania
$17K – – –
HCM
599
Highlander Capital Management
New Jersey
$16K – – –
OCM
600
Orion Capital Management
California
$16K – – –
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