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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
251
KB Financial Partners
New Jersey
$18K -$2.27K -10 -10%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$16K +$1.59K +7 +10%
BMD
253
Better Money Decisions
New Mexico
$14K – – –
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
FPS
255
Fieldpoint Private Securities
Connecticut
$11K +$1.13K +5 +13%
FCA
256
FinTrust Capital Advisors
South Carolina
$9K -$680 -3 -7%
MAM
257
Meeder Asset Management
Ohio
$8K -$304K -1,341 -97%
QCG
258
Quadrant Capital Group
Ohio
$8K -$5.9K -26 -41%
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.54K +$8.16K +36 New
TFO
260
Tarbox Family Office
California
$7K – – –
BCA
261
Berman Capital Advisors
Georgia
$7K +$454 +2 +6%
PWMG
262
Prestige Wealth Management Group
New Jersey
$6K – – –
TFM
263
TFC Financial Management
Massachusetts
$6K – – –
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$6K +$1.81K +8 +30%
S
265
SignatureFD
Georgia
$6K +$3.63K +16 +114%
GAM
266
Gemmer Asset Management
California
$5K – – –
TWA
267
TCI Wealth Advisors
Arizona
$4K -$4.99K -22 -52%
FMP
268
Financial Management Professionals
Texas
$4K +$3.85K +17 New
WWMSC
269
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.54K +20 New
FF
270
FourThought Financial
Florida
$3K – – –
GWSG
271
GPS Wealth Strategies Group
Colorado
$3K – – –
HPC
272
HM Payson & Co
Maine
$3K – – –
MCM
273
Manchester Capital Management
Vermont
$3K +$3.17K +14 New
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.81K +8 New
VCM
275
Versant Capital Management
Arizona
$1K -$1.13K -5 -45%