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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
Legacy Financial Advisors
Kentucky
$74K – – –
SF
402
Synovus Financial
Georgia
$73K – – –
RCAG
403
Rehmann Capital Advisory Group
Michigan
$69.6K +$2.55K +33 +4%
RCM
404
Riverhead Capital Management
Delaware
$69K -$170K -2,200 -72%
GEA
405
Glen Eagle Advisors
New Jersey
$64.7K +$15.6K +201 +34%
S
406
SignatureFD
Georgia
$64K +$56K +724 +1,006%
NA
407
Neuburgh Advisers
California
$58K -$154K -1,984 -73%
STA
408
Summit Trail Advisors
New York
$58K +$55.7K +720 New
AIM
409
Advantage Investment Management
Iowa
$57K – – –
CPA
410
Clear Perspective Advisors
Illinois
$44K – – –
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$42K +$1.47K +19 +4%
Bessemer Group
412
Bessemer Group
New Jersey
$42K +$40.2K +519 New
FPFS
413
First Personal Financial Services
North Carolina
$41K – – –
AF
414
Advisornet Financial
Minnesota
$38K -$38.7K -500 -51%
MYIA
415
Mount Yale Investment Advisors
Colorado
$37K -$2.17K -28 -6%
YWP
416
YorkBridge Wealth Partners
New York
$36K – – –
HIIFS
417
Harel Insurance Investments & Financial Services
Israel
$35K -$9.29K -120 -22%
AWM
418
AllSquare Wealth Management
New York
$33K -$4.18K -54 -12%
OWA
419
One Wealth Advisors
California
$33K -$851 -11 -3%
TL
420
TrueWealth LLC
Georgia
$32K – – –
OIA
421
Optimum Investment Advisors
Illinois
$31K +$4.41K +57 +17%
PCP
422
Proficio Capital Partners
Massachusetts
$30K +$16.7K +216 +143%
AssetMark Inc
423
AssetMark Inc
California
$29K -$3.56K -46 -11%
SWM
424
SeaCrest Wealth Management
New York
$28K +$1.16K +15 +5%
CPIG
425
Chicago Partners Investment Group
Illinois
$27K +$77 +1 +0.3%