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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$13K
KFI
502
Key Financial Inc
Pennsylvania
$12K
TFO
503
Tarbox Family Office
California
$12K
Loomis, Sayles & Company
504
Loomis, Sayles & Company
Massachusetts
$12K +$12.7K +57 New
BWM
505
BerganKDV Wealth Management
Minnesota
$11K
GKWIM
506
Gerber Kawasaki Wealth & Investment Management
California
$10K +$11.1K +50 New
NIM
507
NuWave Investment Management
New Jersey
$9K -$6.66K -30 -40%
DAM
508
Delta Asset Management
Tennessee
$9K
SAI
509
Systematic Alpha Investments
New Jersey
$9K +$8.66K +39 New
Nisa Investment Advisors
510
Nisa Investment Advisors
Missouri
$8.8K -$66.6K -300 -0.7%
TWA
511
TCI Wealth Advisors
Arizona
$8K -$1.11K -5 -11%
CFD
512
Creative Financial Designs
Indiana
$8K
EARNEST Partners
513
EARNEST Partners
Georgia
$8K
VNA
514
Valley National Advisers
Pennsylvania
$8K
VCM
515
Versant Capital Management
Arizona
$8K
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.55K +7 +28%
IA
517
IFP Advisors
Florida
$6K -$222 -1 -4%
PWMG
518
Prestige Wealth Management Group
New Jersey
$5K
TJHA
519
Thomas J. Herzfeld Advisors
Florida
$5K
HIA
520
Harbor Investment Advisory
Maryland
$5K +$5.77K +26 New
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$444 +2 +11%
GRP
522
Global Retirement Partners
California
$4K +$3.77K +17 New
RTL
523
Red Tortoise LLC
Georgia
$4K +$4.44K +20 New
TG
524
TCW Group
California
$3.41K
GFPC
525
Global Financial Private Client
Florida
$3.15K