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CPB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
501
Prestige Wealth Management Group
New Jersey
$12K – – –
ZB
502
Zions Bancorporation
Utah
$12K – – –
BCWM
503
Bartlett & Co Wealth Management
Ohio
$11.1K – – –
TAIM
504
TD Ameritrade Investment Management
Nebraska
$11K +$10.4K +220 New
APA
505
American Portfolios Advisors
New York
$10.2K +$47 +1 +0.5%
FANJ
506
Financial Architects (New Jersey)
New Jersey
$10K -$14.2K -300 -60%
GAM
507
Gemmer Asset Management
California
$10K -$47 -1 -0.5%
TIM
508
Tortoise Investment Management
New York
$10K – – –
BAM
509
Bellevue Asset Management
Washington
$10K +$9.48K +200 New
TFO
510
Tarbox Family Office
California
$9K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$8K -$332 -7 -4%
TWA
512
TCI Wealth Advisors
Arizona
$8K +$474 +10 +7%
AS
513
Altshuler Shaham
Israel
$8K +$8.01K +169 +2,817%
DAM
514
Delta Asset Management
Tennessee
$7K – – –
HI
515
Human Investing
Oregon
$7K – – –
PA
516
PSI Advisors
Florida
$7K +$6.73K +142 New
AWA
517
Arkadios Wealth Advisors
Georgia
$6.08K +$5.97K +126 New
LGWM
518
Litman Gregory Wealth Management
California
$6K – – –
IA
519
IFP Advisors
Florida
$6K +$4.74K +100 +263%
CFG
520
Citizens Financial Group
Rhode Island
$6K +$5.41K +114 New
RA
521
Rational Advisors
New York
$5K -$246K -5,180 -98%
NIM
522
NuWave Investment Management
New Jersey
$5K -$32K -675 -86%
SLF
523
Sun Life Financial
Ontario, Canada
$5K -$1.9K -40 -29%
CA
524
Centerpoint Advisors
Massachusetts
$5K – – –
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
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