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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
426
Mount Yale Investment Advisors
Colorado
$50K +$12.3K +294 +32%
LFA
427
Legacy Financial Advisors
Kentucky
$48K +$9.15K +218 +24%
MFW
428
Mosaic Family Wealth
Missouri
$47K – – –
RCM
429
Riverhead Capital Management
Delaware
$40K – – –
RCAG
430
Rehmann Capital Advisory Group
Michigan
$39.2K -$3.86K -92 -9%
LWA
431
Lenox Wealth Advisors
New York
$38K -$30.6K -728 -44%
CAPTRUST Financial Advisors
432
CAPTRUST Financial Advisors
North Carolina
$36K +$10.2K +242 +38%
DSC
433
Duncker Streett & Co
Missouri
$34K – – –
GFP
434
Gryphon Financial Partners
Ohio
$34K – – –
LWS
435
Lucia Wealth Services
California
$34K +$6.04K +144 +21%
AF
436
Advisornet Financial
Minnesota
$30K -$1.85K -44 -6%
PO
437
Private Ocean
California
$30K – – –
AssetMark Inc
438
AssetMark Inc
California
$29K +$2.1K +50 +7%
CHP
439
Cable Hill Partners
Oregon
$28K – – –
SIAP
440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K – – –
RWA
441
Ropes Wealth Advisors
Massachusetts
$26K – – –
POIA
442
Pin Oak Investment Advisors
Texas
$25K -$4.66K -111 -15%
CA
443
Centerpoint Advisors
Massachusetts
$25K +$26.3K +626 New
BL
444
Balentine LLC
Georgia
$22K +$22.5K +537 New
PCP
445
Proficio Capital Partners
Massachusetts
$20K -$11.4K -272 -35%
ACS
446
Archford Capital Strategies
Illinois
$20K – – –
YWP
447
YorkBridge Wealth Partners
New York
$20K – – –
SWMG
448
Signature Wealth Management Group
Georgia
$19K -$4.11K -98 -17%
JA
449
JOYN Advisors
Georgia
$19K +$19.7K +470 New
FC
450
Ferris Capital
Massachusetts
$17K – – –