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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
PCG
354
Private Capital Group
Connecticut
$47K
MFIMFI
355
Mesirow Financial Investment Management - Fixed Income
Illinois
$40K +$41.6K +1,070 New
IRC
356
Investors Research Corp
Georgia
$39K +$40.5K +1,042 New
FMP
357
Financial Management Professionals
Texas
$37K
MS
358
Mizuho Securities
Japan
$37K +$38.8K +1,000 New
PWM
359
PRW Wealth Management
Massachusetts
$32K -$10.8K -277 -25%
HNB
360
Huntington National Bank
Ohio
$32K
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$32K +$33K +851 New
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$27K -$1.63K -42 -6%
AIM
363
Advantage Investment Management
Iowa
$22K
AIL
364
AGF Investments LLC
Ontario, Canada
$19K -$30.3K -780 -61%
BAM
365
Bruderman Asset Management
New York
$19K
Twin Tree Management
366
Twin Tree Management
Texas
$18K +$18.9K +486 New
IA
367
IFP Advisors
Florida
$16K -$138K -3,542 -89%
NFG
368
Next Financial Group
Texas
$15K -$23.3K -600 -60%
JFA
369
JNBA Financial Advisors
Minnesota
$15K +$15.5K +400 New
NFH
370
NEXT Financial Holdings
Texas
$15K +$15.5K +400 New
CAM
371
Cresset Asset Management
Illinois
$14K -$7.88K -203 -35%
WT
372
Whittier Trust
California
$14K
PCP
373
Proficio Capital Partners
Massachusetts
$14K +$14.9K +383 New
GAM
374
Gemmer Asset Management
California
$12K
FHA
375
Flagship Harbor Advisors
Massachusetts
$12K +$12K +310 +2,067%