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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
526
Vigilant Capital Management
Maine
$12K – – –
BWM
527
BerganKDV Wealth Management
Minnesota
$11K – – –
KFI
528
Key Financial Inc
Pennsylvania
$11K – – –
MCC
529
Money Concepts Capital
Florida
$11K +$11.4K +56 New
WB
530
Webster Bank
Connecticut
$10K – – –
SFCL
531
Strengthening Families & Communities LLC
Massachusetts
$10K +$10.1K +50 New
TFO
532
Tarbox Family Office
California
$9K -$2.64K -13 -22%
CFD
533
Creative Financial Designs
Indiana
$8K – – –
FAG
534
Fortitude Advisory Group
Washington
$8K – – –
TWA
535
TCI Wealth Advisors
Arizona
$8K – – –
VCM
536
Versant Capital Management
Arizona
$8K – – –
EARNEST Partners
537
EARNEST Partners
Georgia
$7K – – –
VNA
538
Valley National Advisers
Pennsylvania
$7K – – –
CWP
539
Concord Wealth Partners
Virginia
$6K – – –
IA
540
IFP Advisors
Florida
$6K +$1.62K +8 +30%
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$6K +$2.43K +12 +63%
GWS
542
Glassman Wealth Services
Virginia
$6K +$2.64K +13 +65%
SSG
543
Summit Securities Group
New York
$6K +$6.29K +31 New
PWMG
544
Prestige Wealth Management Group
New Jersey
$5K – – –
LWA
545
Lenox Wealth Advisors
New York
$5K +$4.26K +21 +350%
MFT
546
Moisand Fitzgerald Tamayo
Florida
$5K +$5.27K +26 New
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$406 -2 -10%
TJHA
548
Thomas J. Herzfeld Advisors
Florida
$4K – – –
Lazard Asset Management
549
Lazard Asset Management
New York
$4K +$4.26K +21 New
T
550
TCWP
Ohio
$4K +$5.27K +26 New