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