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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1026
Proficio Capital Partners
Massachusetts
$55K -$11.5K -71 -19%
ADL
1027
Asset Dedication LLC
California
$55K
MRCM
1028
M&R Capital Management
New Jersey
$55K
RA
1029
Rational Advisors
New York
$54K -$83.5K -514 -63%
TL
1030
TrueWealth LLC
Georgia
$54K
SFG
1031
SevenBridge Financial Group
Pennsylvania
$53K
NC
1032
NewSquare Capital
Pennsylvania
$52K
CIM
1033
Contravisory Investment Management
Massachusetts
$51K
PHK
1034
Point72 Hong Kong
Hong Kong
$50K +$45.8K +282 New
HDIM
1035
Hanson & Doremus Investment Management
Vermont
$46K -$2.11K -13 -5%
TI
1036
Truehand Inc
New Hampshire
$46K -$1.62K -10 -4%
AS
1037
Altshuler Shaham
Israel
$45K +$12.3K +76 +43%
FANJ
1038
Financial Architects (New Jersey)
New Jersey
$43K
ONST
1039
Old North State Trust
North Carolina
$40K
CI
1040
CX Institutional
Indiana
$39K +$18.5K +114 +108%
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$37K -$975 -6 -3%
FRA
1042
Front Row Advisors
California
$37K
OFW
1043
Omnia Family Wealth
Florida
$37K
MFW
1044
Mosaic Family Wealth
Missouri
$37K +$4.38K +27 +15%
CBT
1045
Capital Bank & Trust
California
$35K -$143K -882 -82%
QCG
1046
Quadrant Capital Group
Ohio
$35K -$7.15K -44 -16%
AF
1047
Allworth Financial
California
$35K -$487 -3 -1%
CA
1048
Centerpoint Advisors
Massachusetts
$35K
LWA
1049
Lenox Wealth Advisors
New York
$34K +$2.44K +15 +9%
VFA
1050
Valeo Financial Advisors
Indiana
$31K