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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$78K +$7.07K +100 +9%
AAP
402
Arax Advisory Partners
Colorado
$77K -$16.8K -237 -18%
MRCM
403
M&R Capital Management
New Jersey
$75K
OIA
404
OneDigital Investment Advisors
Kansas
$70K +$353 +5 +0.5%
MIFH
405
Migdal Insurance & Financial Holdings
Israel
$65K +$35.2K +498 +122%
TAM
406
Tiverton Asset Management
Delaware
$61K -$82.9K -1,173 -58%
NSIM
407
North Star Investment Management
Illinois
$57K
IA
408
IFP Advisors
Florida
$54K +$5.09K +72 +10%
RBC
409
Roble Belko & Company
Pennsylvania
$46K
FGAM
410
Financial Gravity Asset Management
Texas
$46K +$33.8K +478 +219%
DSC
411
Duncker Streett & Co
Missouri
$45K
MSFP
412
Mark Sheptoff Financial Planning
Connecticut
$43K
PWAG
413
Polaris Wealth Advisory Group
California
$43K +$42.4K +600 New
RMC
414
Resources Management Corp
Connecticut
$41K +$41K +580 New
VCM
415
Versant Capital Management
Arizona
$37K
FANJ
416
Financial Architects (New Jersey)
New Jersey
$36K +$3.11K +44 +10%
ClearBridge Investments
417
ClearBridge Investments
New York
$35K -$141 -2 -0.4%
PAI
418
Pittenger & Anderson Inc
Nebraska
$32K
GP
419
Girard Partners
Pennsylvania
$28K +$28.3K +400 New
GLI
420
Guardian Life Insurance
New York
$26K -$2.12K -30 -8%
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$26K -$778 -11 -3%
CIA
422
CSat Investment Advisory
Michigan
$26K +$8.06K +114 +47%
SLF
423
Sun Life Financial
Ontario, Canada
$25K -$2.05K -29 -8%
RFC
424
Regions Financial Corp
Alabama
$24K -$37.8K -534 -61%
KA
425
Kaizen Advisory
Illinois
$22K