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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$19K +$729 +21 +4%
BFC
127
Bedel Financial Consulting
Indiana
$18K +$17.4K +500 New
SPIA
128
Steward Partners Investment Advisory
New York
$15K – – –
IA
129
IFP Advisors
Florida
$14K – – –
WCM
130
Whitener Capital Management
North Carolina
$13K – – –
LFA
131
Legacy Financial Advisors
Kentucky
$13K +$555 +16 +5%
EFSCE
132
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$5.24K +151 +84%
SGAM
133
Smith Group Asset Management
Texas
$11K +$347 +10 +3%
MOS
134
MGO One Seven
Ohio
$8K – – –
FGC
135
Financial Gravity Companies
Texas
$8K +$1.49K +43 +25%
CAW
136
Cornerstone Advisors (Washington)
Washington
$8K +$1.63K +47 +26%
CIP
137
Convergence Investment Partners
Florida
$8K +$7.46K +215 New
FGAM
138
Financial Gravity Asset Management
Texas
$8K +$7.5K +216 New
PFO
139
Pathstone Family Office
New Jersey
$8K +$8.26K +238 New
ASN
140
Advisory Services Network
Georgia
$7K – – –
WA
141
WealthTrust-Arizona
Arizona
$7K – – –
HT
142
Heritage Trust
Oklahoma
$6K – – –
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$6K +$5.52K +159 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$5K -$2.12K -61 -29%
AAP
145
Arax Advisory Partners
Colorado
$5K – – –
GWM
146
Geneos Wealth Management
Colorado
$5K – – –
Acadian Asset Management
147
Acadian Asset Management
Massachusetts
$4K -$6.8K -196 -66%
RFA
148
Reilly Financial Advisors
California
$4K – – –
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.04K +30 +39%
APP
150
Avantax Planning Partners
Iowa
$4K +$4.34K +125 New