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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Caldwell Trust
Florida
$18.7K – – –
SC
502
Steph & Co
Wisconsin
$18K – – –
SPIA
503
Steward Partners Investment Advisory
New York
$18K +$2.87K +13 +18%
SWA
504
SOA Wealth Advisors
New York
$18K +$4.2K +19 +29%
NIM
505
NuWave Investment Management
New Jersey
$17K +$16.6K +75 New
TPCW
506
TD Private Client Wealth
New York
$15.2K +$663 +3 +5%
CHC
507
City Holding Co
West Virginia
$15K – – –
PFBT
508
Parkside Financial Bank & Trust
Missouri
$14K -$221 -1 -2%
EIM
509
Essex Investment Management
Massachusetts
$14K – – –
TFO
510
Tarbox Family Office
California
$13K – – –
KFI
511
Key Financial Inc
Pennsylvania
$13K +$12.8K +58 New
BWM
512
BerganKDV Wealth Management
Minnesota
$12K – – –
FI
513
FormulaFolio Investments
Michigan
$11K – – –
FWM
514
FFT Wealth Management
Pennsylvania
$11K +$11.1K +50 New
CP
515
Castleview Partners
Texas
$11K +$11.3K +51 New
DAM
516
Delta Asset Management
Tennessee
$10K – – –
TWA
517
TCI Wealth Advisors
Arizona
$10K – – –
CFD
518
Creative Financial Designs
Indiana
$9K – – –
EARNEST Partners
519
EARNEST Partners
Georgia
$9K – – –
VCM
520
Versant Capital Management
Arizona
$9K – – –
VNA
521
Valley National Advisers
Pennsylvania
$8K – – –
IA
522
IFP Advisors
Florida
$6K +$221 +1 +4%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$6K +$663 +3 +14%
PWMG
524
Prestige Wealth Management Group
New Jersey
$5K – – –
TJHA
525
Thomas J. Herzfeld Advisors
Florida
$5K +$884 +4 +22%