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Name Holding Trade Value Shares
Change
Change in
Stake
IP
801
Isthmus Partners
Wisconsin
$4K – – –
WAM
802
Watermark Asset Management
California
$4K +$3.38K +209 New
CAG
803
Crestwood Advisors Group
Massachusetts
$4K +$3.72K +230 New
DBT
804
Dubuque Bank & Trust
Iowa
$3K – – –
EWM
805
Endurance Wealth Management
Rhode Island
$3K – – –
FANJ
806
Financial Architects (New Jersey)
New Jersey
$3K – – –
VCM
807
Versant Capital Management
Arizona
$3K – – –
BG
808
Bollard Group
Massachusetts
$3K +$16 +1 +0.7%
CFA
809
CT Financial Advisors
Pennsylvania
$2.68K – – –
RAM
810
Riggs Asset Management
Pennsylvania
$2K -$6.83K -422 -77%
ACS
811
Archford Capital Strategies
Illinois
$2K – – –
AWM
812
Avior Wealth Management
Nebraska
$2K – – –
HR
813
Howe & Rusling
New York
$2K – – –
MFW
814
Mosaic Family Wealth
Missouri
$2K – – –
MSFP
815
Mark Sheptoff Financial Planning
Connecticut
$2K +$16 +1 +1%
LWA
816
Lenox Wealth Advisors
New York
$2K +$1.68K +104 New
PFO
817
Pathstone Family Office
New Jersey
$2K +$2.15K +133 New
GEA
818
Glen Eagle Advisors
New Jersey
$1.79K +$1.62K +100 New
Lazard Asset Management
819
Lazard Asset Management
New York
$1K -$546K -33,735 -100%
CFD
820
Creative Financial Designs
Indiana
$1K -$7.07K -437 -87%
CAL
821
Capital Advisors Ltd
Ohio
$1K -$49 -3 -5%
TFA
822
Transamerica Financial Advisors
Florida
$1K -$16 -1 -33%
FBT
823
First Bank & Trust
South Dakota
$1K – – –
KF
824
Krilogy Financial
Missouri
$1K – – –
MWM
825
MinichMacGregor Wealth Management
New York
$1K – – –