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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Destination Wealth Management
California
$22K +$8.64K +160 +63%
CIAS
652
Capital Investment Advisory Services
North Carolina
$22K +$14.7K +272 +186%
RIA
653
Realta Investment Advisors
Delaware
$21K +$20.1K +372 +1,033%
AWM
654
AllSquare Wealth Management
New York
$21K +$21.2K +392 New
WPW
655
Winthrop Partners - WNY
New York
$21K
VFA
656
Valeo Financial Advisors
Indiana
$20K -$1.08K -20 -5%
GWS
657
Glassman Wealth Services
Virginia
$20K +$1.19K +22 +6%
CFG
658
Citizens Financial Group
Rhode Island
$19K +$15.6K +288 +369%
ACP
659
Arcus Capital Partners
Georgia
$19K +$19.2K +356 New
SLF
660
Sun Life Financial
Ontario, Canada
$18K -$20.7K -384 -53%
TFO
661
Tarbox Family Office
California
$18K +$3.4K +63 +22%
NCM
662
Next Capital Management
New York
$18K +$18.9K +350 New
FPFS
663
First Personal Financial Services
North Carolina
$17K +$1.24K +23 +8%
ACS
664
Archford Capital Strategies
Illinois
$16K
PFO
665
Pathstone Family Office
New Jersey
$16K
SWP
666
Strategic Wealth Partners
Ohio
$16K +$12.6K +234 +355%
MSFP
667
Mark Sheptoff Financial Planning
Connecticut
$16K +$16.2K +300 New
CHC
668
City Holding Co
West Virginia
$15K
SIAS
669
Shine Investment Advisory Services
Colorado
$15K
CAPTRUST Financial Advisors
670
CAPTRUST Financial Advisors
North Carolina
$15K +$5.35K +99 +51%
LWM
671
Lenox Wealth Management
Ohio
$14K +$162 +3 +1%
VCM
672
Versant Capital Management
Arizona
$13K -$9.4K -174 -40%
IF
673
Ironwood Financial
Arizona
$13K
HR
674
Howe & Rusling
New York
$12K -$108K -1,998 -90%
ST
675
Smithfield Trust
Pennsylvania
$12K