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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
501
Tradition Wealth Management
Minnesota
$24K -$14.1K -225 -36%
CFD
502
Creative Financial Designs
Indiana
$24K – – –
PWMG
503
Prestige Wealth Management Group
New Jersey
$24K – – –
AA
504
Ancora Advisors
Ohio
$23K – – –
CBT
505
Central Bank & Trust
Kentucky
$23K – – –
MA
506
MCF Advisors
Kentucky
$23K – – –
KTC
507
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
BFEC
508
Benjamin F. Edwards & Company
Missouri
$22K +$629 +10 +3%
LC
509
Lindbrook Capital
California
$21K +$1.95K +31 +10%
CMF
510
Counterpoint Mutual Funds
California
$21K +$21.5K +342 New
FPS
511
Fieldpoint Private Securities
Connecticut
$19K – – –
LWANC
512
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
CMA
513
Cedar Mountain Advisors
Oregon
$17K – – –
JWA
514
JFS Wealth Advisors
Pennsylvania
$17K – – –
CPC
515
Consolidated Planning Corp
Georgia
$17K +$17.6K +280 New
BIA
516
Bell Investment Advisors
California
$17K +$18K +287 New
CCA
517
Catalyst Capital Advisors
New York
$15K -$691 -11 -4%
RFWA
518
RPg Family Wealth Advisory
Massachusetts
$14.6K +$15K +239 New
BWM
519
BerganKDV Wealth Management
Minnesota
$14K – – –
FPFS
520
First Personal Financial Services
North Carolina
$14K – – –
JPLA
521
Joseph P. Lucia & Associates
New York
$14K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$14K – – –
RFA
523
Reilly Financial Advisors
California
$13K – – –
RIM
524
Rockbridge Investment Management
New York
$13K – – –
CWP
525
Concord Wealth Partners
Virginia
$13K +$126 +2 +0.9%