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Name Holding Trade Value Shares
Change
Change in
Stake
VDFA
226
Vickerman & Driscoll Financial Advisors
Washington
$16K – – –
AOWM
227
Alpha Omega Wealth Management
Virginia
$15K – – –
FANJ
228
Financial Architects (New Jersey)
New Jersey
$15K – – –
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$14K -$9.44K -187 -40%
PO
230
Private Ocean
California
$13K -$99K -1,961 -88%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$13K +$12.3K +244 New
MOS
232
MGO One Seven
Ohio
$11K – – –
ST
233
Smithfield Trust
Pennsylvania
$11K – – –
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$10.3K -$10.1K -200 -50%
GAM
235
Gemmer Asset Management
California
$10K – – –
PA
236
Parallel Advisors
California
$10K +$50 +1 +0.5%
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$10K +$505 +10 +5%
QCG
238
Quadrant Capital Group
Ohio
$9K – – –
GT
239
Glenmede Trust
Pennsylvania
$6K – – –
SWP
240
Stratos Wealth Partners
Ohio
$5K – – –
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
JA
242
JOYN Advisors
Georgia
$3K +$2.73K +54 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$2K – – –
ML
244
McAdam LLC
Pennsylvania
$2K +$1.72K +34 New
FGC
245
Financial Gravity Companies
Texas
$1K -$4.29K -85 -86%
FGAM
246
Financial Gravity Asset Management
Texas
$1K +$707 +14 New
MYIA
247
Mount Yale Investment Advisors
Colorado
$1K +$808 +16 New
FCAG
248
First Capital Advisors Group
New Jersey
$1K +$909 +18 New
SCM
249
Sterling Capital Management
North Carolina
– -$14.3M -278,171 Closed
RCYC
250
Richard C. Young & Co
Rhode Island
– -$11.6M -225,431 Closed