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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
601
Regent Peak Wealth Advisors
Georgia
$18K +$15.4K +139 New
ACA
602
Atlas Capital Advisors
Wyoming
$17.6K +$15K +135 New
NFG
603
Next Financial Group
Texas
$17K +$2.67K +24 +22%
FGAM
604
Financial Gravity Asset Management
Texas
$17K +$15.2K +137 New
NC
605
NewSquare Capital
Pennsylvania
$16K – – –
GWM
606
Geneos Wealth Management
Colorado
$16K +$87K +783 +1,119%
BWM
607
Baystate Wealth Management
Massachusetts
$14K – – –
CFGS
608
Concourse Financial Group Securities
Alabama
$13K -$222 -2 -2%
SIC
609
Salem Investment Counselors
North Carolina
$13K – – –
PCG
610
Private Capital Group
Connecticut
$13K +$667 +6 +6%
AFS
611
Annapolis Financial Services
Maryland
$13K +$11.1K +100 New
HDIM
612
Hanson & Doremus Investment Management
Vermont
$12K +$10.1K +91 New
HR
613
Howe & Rusling
New York
$11K – – –
TF
614
Tompkins Financial
New York
$11K – – –
FHC
615
First Horizon Corporation
Tennessee
$11K +$667 +6 +7%
AA
616
Addison Advisors
Vermont
$11K +$9.33K +84 New
VFA
617
Valeo Financial Advisors
Indiana
$11K +$9.44K +85 New
TAIM
618
TD Ameritrade Investment Management
Nebraska
$10K – – –
LC
619
Lindbrook Capital
California
$10K +$1.44K +13 +20%
TIAM2
620
Tru Independence Asset Management 2
Oregon
$10K +$8.22K +74 New
FPS
621
Fieldpoint Private Securities
Connecticut
$10K +$8.33K +75 New
KC
622
Knuff & Co
California
$10K +$8.66K +78 New
ICP
623
Interchange Capital Partners
Pennsylvania
$10K +$9K +81 New
SWA
624
Sutton Wealth Advisors
Florida
$9.51K +$3K +27 +59%
PWMG
625
Prestige Wealth Management Group
New Jersey
$9K +$1.11K +10 +17%