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Name Holding Trade Value Shares
Change
Change in
Stake
TL
426
TrueWealth LLC
Georgia
$47K – – –
FHA
427
First Horizon Advisors
Tennessee
$44K +$494 +40 +1%
FL
428
Fort LP
Maryland
$43K -$40.8K -3,304 -48%
SGS
429
Sterling Global Strategies
California
$41.7K +$43.1K +3,488 New
LC
430
Lindbrook Capital
California
$41K +$43.3K +3,504 New
DWA
431
Dougherty Wealth Advisers
Minnesota
$39K +$37.1K +3,008 New
NWM
432
Northwest Wealth Management
Iowa
$36K +$4.99K +404 +16%
PFO
433
Pathstone Family Office
New Jersey
$36K +$36.9K +2,992 New
PAM
434
Paradigm Asset Management
New York
$35.8K -$116K -9,400 -76%
HIIFS
435
Harel Insurance Investments & Financial Services
Israel
$35K -$1.14K -92 -3%
PCP
436
Proficio Capital Partners
Massachusetts
$32K +$1.14K +92 +4%
PCTC
437
Perkins Coie Trust Company
Washington
$29K – – –
DWM
438
Doyle Wealth Management
Florida
$29K +$29.6K +2,400 New
GLI
439
Guardian Life Insurance
New York
$28K – – –
ASN
440
Advisory Services Network
Georgia
$28K +$938 +76 +3%
SLF
441
Sun Life Financial
Ontario, Canada
$27K -$99 -8 -0.4%
CIA
442
CSat Investment Advisory
Michigan
$25K +$14K +1,132 +120%
AF
443
Advisornet Financial
Minnesota
$24K – – –
KA
444
Kaizen Advisory
Illinois
$24K +$24.8K +2,012 New
PI
445
PEAK6 Investments
Illinois
$23K +$23.7K +1,920 New
LNB
446
Ledyard National Bank
$22K – – –
JA
447
JOYN Advisors
Georgia
$22K +$20.4K +1,648 +777%
CFA
448
Carroll Financial Associates
North Carolina
$21K +$14.7K +1,192 +204%
VFA
449
Valeo Financial Advisors
Indiana
$20K -$4.3K -348 -17%
GAM
450
Gemmer Asset Management
California
$20K – – –