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Name Holding Trade Value Shares
Change
Change in
Stake
WP
601
WealthPLAN Partners
Nebraska
$8.65K +$8.36K +81 New
APSP
602
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K -$540K -5,238 -99%
ACS
603
Archford Capital Strategies
Illinois
$8K – – –
FIB
604
First Interstate Bank
Montana
$7K – – –
TWA
605
TCI Wealth Advisors
Arizona
$7K +$4.44K +43 +187%
PCM
606
Penserra Capital Management
California
$7K +$7.01K +68 New
PRS
607
Pinkerton Retirement Specialists
Idaho
$6K -$12K -116 -67%
ZB
608
Zions Bancorporation
Utah
$6K – – –
LWM
609
Lenox Wealth Management
Ohio
$6K +$5.78K +56 New
AF
610
Arrow Financial
New York
$6K +$6.29K +61 New
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
GAM
612
Gemmer Asset Management
California
$5K – – –
IWMPD
613
Integrated Wealth Management (Palm Desert)
California
$5K +$4.64K +45 +2,250%
BCI
614
Brinker Capital Investments
Pennsylvania
$5K +$5.26K +51 New
MFW
615
Mosaic Family Wealth
Missouri
$4K +$4.23K +41 New
IP
616
Isthmus Partners
Wisconsin
$4K +$4.33K +42 New
TSU
617
TD Securities (USA)
New York
$3K -$4.02K -39 -59%
JIC
618
Joel Isaacson & Co
New York
$3K – – –
ADL
619
Asset Dedication LLC
California
$3K +$2.79K +27 New
LWA
620
Lenox Wealth Advisors
New York
$3K +$3.1K +30 New
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$2K -$1.96K -19 -50%
AIM
622
Advantage Investment Management
Iowa
$2K – – –
KM
623
Kalos Management
Georgia
$2K – – –
SIM
624
Sonora Investment Management
Arizona
$2K – – –
SA
625
SRH Advisors
Kansas
$2K – – –