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Name Holding Trade Value Shares
Change
Change in
Stake
TF
526
TimeScale Financial
Massachusetts
$25K
MUS
527
Mitsubishi UFJ Securities
Japan
$22K
LWM
528
Lenox Wealth Management
Ohio
$21K
CFFP
529
Center for Financial Planning
Michigan
$21K +$20.2K +300 New
FPS
530
Fieldpoint Private Securities
Connecticut
$20K
JWA
531
JFS Wealth Advisors
Pennsylvania
$20K
CMA
532
Cedar Mountain Advisors
Oregon
$20K +$18.5K +274 New
ACM
533
Anfield Capital Management
California
$20K +$18.6K +276 New
BBA
534
Braun-Bostich & Associates
Pennsylvania
$20K +$18.6K +276 New
BCA
535
Berman Capital Advisors
Georgia
$19K
AF
536
Allworth Financial
California
$18K +$2.69K +40 +19%
TCM
537
Tradewinds Capital Management
Washington
$18K +$3.37K +50 +25%
SFS
538
Sowell Financial Services
Arkansas
$18K +$6.47K +96 +60%
APWM
539
Atlas Private Wealth Management
New York
$18K +$17.2K +255 New
BWM
540
BerganKDV Wealth Management
Minnesota
$17K +$1.42K +21 +10%
KFS
541
Kelly Financial Services
Massachusetts
$16.5K
HGWM
542
Harvest Group Wealth Management
Massachusetts
$16K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$16K
VFA
544
Valeo Financial Advisors
Indiana
$16K
ZB
545
Zions Bancorporation
Utah
$16K
JPLA
546
Joseph P. Lucia & Associates
New York
$16K +$337 +5 +2%
AWM
547
Avondale Wealth Management
Texas
$15K
LFG
548
LifePlan Financial Group
Ohio
$15K
HIIFS
549
Harel Insurance Investments & Financial Services
Israel
$14K
ETC
550
Exchange Traded Concepts
Oklahoma
$14K +$13K +193 New