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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1726
Tarbox Family Office
California
$46K -$1.42K -55 -3%
MWM
1727
MinichMacGregor Wealth Management
New York
$46K -$1.29K -50 -3%
GBBWRPM
1728
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K -$25.7K -1,000 -39%
VCM
1729
Versant Capital Management
Arizona
$44K +$1.13K +44 +3%
LOT
1730
Lombard Odier Transatlantic
Quebec, Canada
$43K – – –
KLI
1731
Kelman-Lazarov Inc
Tennessee
$43K +$38.6K +1,500 New
SA
1732
SRH Advisors
Kansas
$40K – – –
EMG
1733
ETF Managers Group
New Jersey
$35K +$26.3K +1,022 New
LWA
1734
Lenox Wealth Advisors
New York
$34K -$6.74K -262 -18%
PFG
1735
Piershale Financial Group
Illinois
$34K +$51 +2 +0.2%
CAL
1736
Capital Advisors Ltd
Ohio
$33K – – –
SCA
1737
Stuart Chaussee & Associates
California
$33K +$17K +659 +122%
TSU
1738
TD Securities (USA)
New York
$32K -$103 -4 -0.4%
PAM
1739
PT Asset Management
Illinois
$26K -$288K -11,200 -93%
UFA
1740
US Financial Advisors
Massachusetts
$26K -$2.11K -82 -8%
PCP
1741
Proficio Capital Partners
Massachusetts
$23K -$8.46K -329 -29%
CGH
1742
Cleary Gull Holdings
Wisconsin
$23K – – –
WA
1743
Winfield Associates
Ohio
$22K +$20.3K +790 New
MFT
1744
Moisand Fitzgerald Tamayo
Florida
$21K – – –
SAM
1745
Shamrock Asset Management
Texas
$19K -$13K -504 -42%
RPG
1746
Risk Paradigm Group
Texas
$16.4K – – –
WAS
1747
Winch Advisory Services
Wisconsin
$15K -$23.2K -900 -63%
VCM
1748
Vigilant Capital Management
Maine
$15K -$20.6K -800 -60%
PRS
1749
Pinkerton Retirement Specialists
Idaho
$15K – – –
AWM
1750
AllSquare Wealth Management
New York
$14K – – –