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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Atticus Wealth Management
Florida
$21K – – –
KTC
527
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
TF
528
TimeScale Financial
Massachusetts
$21K – – –
IA
529
IndexIQ Advisors
New York
$19K +$16.1K +288 +738%
MIFH
530
Migdal Insurance & Financial Holdings
Israel
$18K -$897 -16 -5%
CFFP
531
Center for Financial Planning
Michigan
$18K – – –
SIAS
532
Shine Investment Advisory Services
Colorado
$18K – – –
BBA
533
Braun-Bostich & Associates
Pennsylvania
$16K – – –
CMA
534
Cedar Mountain Advisors
Oregon
$16K – – –
JWA
535
JFS Wealth Advisors
Pennsylvania
$16K – – –
LWM
536
Lenox Wealth Management
Ohio
$16K – – –
AF
537
Allworth Financial
California
$15K -$595K -10,624 -98%
APWM
538
Atlas Private Wealth Management
New York
$15K – – –
VAIA
539
Virtus Alternative Investment Advisers
Connecticut
$14K -$12.5K -223 -48%
BWM
540
BerganKDV Wealth Management
Minnesota
$14K – – –
JPLA
541
Joseph P. Lucia & Associates
New York
$14K – – –
ETC
542
Exchange Traded Concepts
Oklahoma
$14K +$4.71K +84 +52%
CI
543
CX Institutional
Indiana
$14K +$12.9K +230 New
KFS
544
Kelly Financial Services
Massachusetts
$13.6K +$56 +1 +0.4%
HGWM
545
Harvest Group Wealth Management
Massachusetts
$13K – – –
LFG
546
LifePlan Financial Group
Ohio
$13K – – –
ZB
547
Zions Bancorporation
Utah
$13K – – –
PFBT
548
Parkside Financial Bank & Trust
Missouri
$13K +$56 +1 +0.4%
SWM
549
Selective Wealth Management
Virginia
$13K +$11.2K +200 +1,000%
RIM
550
Rockbridge Investment Management
New York
$13K +$12K +214 New