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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
551
Zions Bancorporation
Utah
$7K +$2.14K +37 +41%
TL
552
TrueWealth LLC
Georgia
$6K -$635 -11 -9%
CFD
553
Creative Financial Designs
Indiana
$6K
GCM
554
Gables Capital Management
Florida
$6K
PWM
555
PRW Wealth Management
Massachusetts
$6K +$5.95K +103 New
RCAG
556
Rehmann Capital Advisory Group
Michigan
$5.61K
DSI
557
Daiwa SB Investments
Japan
$5K -$45K -780 -90%
PWMG
558
Prestige Wealth Management Group
New Jersey
$5K +$4.68K +81 New
JFA
559
JNBA Financial Advisors
Minnesota
$4K -$116K -2,002 -96%
TFO
560
Tarbox Family Office
California
$4K
AIA
561
Alera Investment Advisors
Illinois
$4K +$3.69K +64 New
CFA
562
Clarfeld Financial Advisors
New York
$4K +$3.92K +68 New
FGC
563
Financial Gravity Companies
Texas
$4K +$4.27K +74 New
LNB
564
Ledyard National Bank
$4K +$4.33K +75 New
LC
565
Lindbrook Capital
California
$4K +$5.02K +87 New
RFM
566
Royal Fund Management
Florida
$3K
WCM
567
Whitener Capital Management
North Carolina
$3K
VNA
568
Valley National Advisers
Pennsylvania
$3K +$2.02K +35 +350%
HIIFS
569
Harel Insurance Investments & Financial Services
Israel
$3K +$3.06K +53 New
EWM
570
Executive Wealth Management
Michigan
$3K +$3.41K +59 New
UB
571
UMB Bank
Missouri
$2.27K -$279K -4,827 -11%
HR
572
Howe & Rusling
New York
$2K -$173 -3 -9%
LWA
573
Lenox Wealth Advisors
New York
$2K
SIS
574
Sound Income Strategies
Florida
$2K
Fidelity International
575
Fidelity International
Bermuda
$2K +$231 +4 +17%