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