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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Valeo Financial Advisors
Indiana
$66K +$30.4K +783 +79%
MWM
352
Mascoma Wealth Management
New Hampshire
$59K +$38.8K +1,000 +175%
FCA
353
FinTrust Capital Advisors
South Carolina
$57K +$59.3K +1,527 New
GT
354
Glenmede Trust
Pennsylvania
$51K -$699 -18 -1%
PCG
355
Private Capital Group
Connecticut
$47K – – –
MFIMFI
356
Mesirow Financial Investment Management - Fixed Income
Illinois
$40K +$41.6K +1,070 New
IRC
357
Investors Research Corp
Georgia
$39K +$40.5K +1,042 New
FMP
358
Financial Management Professionals
Texas
$37K – – –
MS
359
Mizuho Securities
Japan
$37K +$38.8K +1,000 New
PWM
360
PRW Wealth Management
Massachusetts
$32K -$10.8K -277 -25%
HNB
361
Huntington National Bank
Ohio
$32K – – –
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$32K +$33K +851 New
WAM
363
Wealthspire Advisors (Maryland)
Maryland
$27K -$1.63K -42 -6%
AIM
364
Advantage Investment Management
Iowa
$22K – – –
AIL
365
AGF Investments LLC
Ontario, Canada
$19K -$30.3K -780 -61%
BAM
366
Bruderman Asset Management
New York
$19K – – –
Twin Tree Management
367
Twin Tree Management
Texas
$18K +$18.9K +486 New
IA
368
IFP Advisors
Florida
$16K -$138K -3,542 -89%
NFG
369
Next Financial Group
Texas
$15K -$23.3K -600 -60%
JFA
370
JNBA Financial Advisors
Minnesota
$15K +$15.5K +400 New
NFH
371
NEXT Financial Holdings
Texas
$15K +$15.5K +400 New
CAM
372
Cresset Asset Management
Illinois
$14K -$7.88K -203 -35%
WT
373
Whittier Trust
California
$14K – – –
PCP
374
Proficio Capital Partners
Massachusetts
$14K +$14.9K +383 New
GAM
375
Gemmer Asset Management
California
$12K – – –