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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
551
Center for Financial Planning
Michigan
$19K
SIAG
552
Signet Investment Advisory Group
Rhode Island
$19K +$18.4K +300 New
SL
553
Savior LLC
Massachusetts
$18K -$8.04K -131 -31%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$18K -$6.14K -100 -26%
JWA
555
JFS Wealth Advisors
Pennsylvania
$18K
FPS
556
Fieldpoint Private Securities
Connecticut
$18K +$16.9K +276 New
CMA
557
Cedar Mountain Advisors
Oregon
$17K
HFM
558
Harvest Fund Management
China
$17K +$16.5K +268 New
APWM
559
Atlas Private Wealth Management
New York
$16K +$61 +1 +0.4%
CTC
560
Central Trust Company
Missouri
$15K -$6.14K -100 -29%
BWM
561
BerganKDV Wealth Management
Minnesota
$15K
KFS
562
Kelly Financial Services
Massachusetts
$14.8K
FPFS
563
First Personal Financial Services
North Carolina
$14K
RIM
564
Rockbridge Investment Management
New York
$14K
SWM
565
Selective Wealth Management
Virginia
$14K
PFBT
566
Parkside Financial Bank & Trust
Missouri
$14K +$368 +6 +3%
CWP
567
Concord Wealth Partners
Virginia
$14K +$13.1K +214 New
JPLA
568
Joseph P. Lucia & Associates
New York
$14K +$13.8K +224 New
APWA
569
Atlas Private Wealth Advisors
New Jersey
$13K
AWM
570
Atticus Wealth Management
Florida
$13K
AWM
571
Avondale Wealth Management
Texas
$13K
GAM
572
Gemmer Asset Management
California
$13K
CCA
573
Childress Capital Advisors
Texas
$13K +$12.2K +199 New
TIAM2
574
Tru Independence Asset Management 2
Oregon
$13K +$12.3K +200 New
GEA
575
Glen Eagle Advisors
New Jersey
$12.7K