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Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$5K -$4.49K -30 -45%
ETC
527
Exchange Traded Concepts
Oklahoma
$5K -$598 -4 -9%
LSA
528
Lion Street Advisors
Texas
$5K +$5.23K +35 New
MWA
529
Marshall Wace Asia
Hong Kong
$5K +$5.68K +38 New
LWM
530
Liberty Wealth Management
California
$4K
PMFA
531
Plante Moran Financial Advisors
Michigan
$4K
FAM
532
Fred Alger Management
New York
$4K +$3.89K +26 New
PA
533
Procyon Advisors
Connecticut
$3K -$7.18K -48 -73%
BFC
534
Bedel Financial Consulting
Indiana
$3K
BWM
535
BerganKDV Wealth Management
Minnesota
$3K +$897 +6 +38%
ABC
536
Associated Banc-Corp
Wisconsin
$3K +$3.59K +24 New
TFO
537
Tarbox Family Office
California
$3K +$3.59K +24 New
EIP
538
Ellis Investment Partners
Pennsylvania
$3K +$4.04K +27 New
RWM
539
Raffa Wealth Management
District of Columbia
$2.1K +$2.24K +15 New
TPCW
540
TD Private Client Wealth
New York
$2.1K +$2.24K +15 New
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.94K +13 New
BL
542
Balentine LLC
Georgia
$2K +$2.39K +16 New
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K
GWS
544
Glassman Wealth Services
Virginia
$1K -$1.65K -11 -69%
GWM
545
Geneos Wealth Management
Colorado
$1K
VCM
546
Versant Capital Management
Arizona
$1K +$299 +2 +22%
TWA
547
TCI Wealth Advisors
Arizona
$1K +$598 +4 +133%
PWMG
548
Prestige Wealth Management Group
New Jersey
$1K +$748 +5 New
Fidelity International
549
Fidelity International
Bermuda
$1K +$1.2K +8 New
WIM
550
Westside Investment Management
California
$626 +$669K +4,475 New