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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
526
Parkside Financial Bank & Trust
Missouri
$19K +$4.13K +66 +28%
FPS
527
Fieldpoint Private Securities
Connecticut
$18K -$2K -32 -10%
CMA
528
Cedar Mountain Advisors
Oregon
$17K – – –
CFO
529
CVA Family Office
Colorado
$17K +$16.8K +269 New
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K -$3.13K -50 -16%
AssetMark Inc
531
AssetMark Inc
California
$16K +$15.4K +246 New
SFM
532
Signet Financial Management
New Jersey
$16K +$15.6K +250 New
RPCONE
533
Retirement Planning Company of New England
Rhode Island
$16K +$15.8K +252 New
CSWM
534
Cassady Schiller Wealth Management
Ohio
$16K +$15.9K +255 New
TSWM
535
Tyler-Stone Wealth Management
Ohio
$16K +$16K +256 New
CA
536
Cornerstone Advisory
Maryland
$16K +$16.1K +258 New
RFWA
537
RPg Family Wealth Advisory
Massachusetts
$15.2K – – –
Simplex Trading
538
Simplex Trading
Illinois
$15K -$507K -8,099 -97%
AA
539
Ancora Advisors
Ohio
$15K -$9.38K -150 -39%
FQ
540
First Quadrant
California
$15K +$2.5K +40 +20%
MFAM
541
Motley Fool Asset Management
Virginia
$15K +$15.1K +242 New
CCA
542
Catalyst Capital Advisors
New York
$14K -$1.19K -19 -8%
FPFS
543
First Personal Financial Services
North Carolina
$14K – – –
RFA
544
Reilly Financial Advisors
California
$14K – – –
RIM
545
Rockbridge Investment Management
New York
$14K – – –
CM
546
Caption Management
Oklahoma
$14K +$13.9K +222 New
AWM
547
Avondale Wealth Management
Texas
$13K – – –
PMFA
548
Plante Moran Financial Advisors
Michigan
$13K – – –
SWA
549
SOA Wealth Advisors
New York
$13K +$63 +1 +0.5%
PCG
550
Private Capital Group
Connecticut
$13K +$6.07K +97 +88%