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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
801
Crestwood Advisors Group
Massachusetts
$4K +$3.72K +230 New
DBT
802
Dubuque Bank & Trust
Iowa
$3K
EWM
803
Endurance Wealth Management
Rhode Island
$3K
FANJ
804
Financial Architects (New Jersey)
New Jersey
$3K
VCM
805
Versant Capital Management
Arizona
$3K
BG
806
Bollard Group
Massachusetts
$3K +$16 +1 +0.7%
CFA
807
CT Financial Advisors
Pennsylvania
$2.68K
RAM
808
Riggs Asset Management
Pennsylvania
$2K -$6.83K -422 -77%
ACS
809
Archford Capital Strategies
Illinois
$2K
AWM
810
Avior Wealth Management
Nebraska
$2K
HR
811
Howe & Rusling
New York
$2K
MFW
812
Mosaic Family Wealth
Missouri
$2K
MSFP
813
Mark Sheptoff Financial Planning
Connecticut
$2K +$16 +1 +1%
LWA
814
Lenox Wealth Advisors
New York
$2K +$1.68K +104 New
PFO
815
Pathstone Family Office
New Jersey
$2K +$2.15K +133 New
GEA
816
Glen Eagle Advisors
New Jersey
$1.79K +$1.62K +100 New
Lazard Asset Management
817
Lazard Asset Management
New York
$1K -$546K -33,735 -100%
CFD
818
Creative Financial Designs
Indiana
$1K -$7.07K -437 -87%
CAL
819
Capital Advisors Ltd
Ohio
$1K -$49 -3 -5%
TFA
820
Transamerica Financial Advisors
Florida
$1K -$16 -1 -33%
FBT
821
First Bank & Trust
South Dakota
$1K
KF
822
Krilogy Financial
Missouri
$1K
MWM
823
MinichMacGregor Wealth Management
New York
$1K
TIM
824
Tortoise Investment Management
New York
$1K
SLF
825
Sun Life Financial
Ontario, Canada
$912 +$32 +2 +14%