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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1026
Legacy Financial Advisors
Kentucky
$59K +$41.6K +256 +324%
PCP
1027
Proficio Capital Partners
Massachusetts
$55K -$11.5K -71 -19%
ADL
1028
Asset Dedication LLC
California
$55K – – –
MRCM
1029
M&R Capital Management
New Jersey
$55K – – –
RA
1030
Rational Advisors
New York
$54K -$83.5K -514 -63%
TL
1031
TrueWealth LLC
Georgia
$54K – – –
SFG
1032
SevenBridge Financial Group
Pennsylvania
$53K – – –
NC
1033
NewSquare Capital
Pennsylvania
$52K – – –
CIM
1034
Contravisory Investment Management
Massachusetts
$51K – – –
PHK
1035
Point72 Hong Kong
Hong Kong
$50K +$45.8K +282 New
HDIM
1036
Hanson & Doremus Investment Management
Vermont
$46K -$2.11K -13 -5%
TI
1037
Truehand Inc
New Hampshire
$46K -$1.62K -10 -4%
AS
1038
Altshuler Shaham
Israel
$45K +$12.3K +76 +43%
FANJ
1039
Financial Architects (New Jersey)
New Jersey
$43K – – –
ONST
1040
Old North State Trust
North Carolina
$40K – – –
CI
1041
CX Institutional
Indiana
$39K +$18.5K +114 +108%
PFBT
1042
Parkside Financial Bank & Trust
Missouri
$37K -$975 -6 -3%
FRA
1043
Front Row Advisors
California
$37K – – –
OFW
1044
Omnia Family Wealth
Florida
$37K – – –
MFW
1045
Mosaic Family Wealth
Missouri
$37K +$4.38K +27 +15%
CBT
1046
Capital Bank & Trust
California
$35K -$143K -882 -82%
QCG
1047
Quadrant Capital Group
Ohio
$35K -$7.15K -44 -16%
AF
1048
Allworth Financial
California
$35K -$487 -3 -1%
CA
1049
Centerpoint Advisors
Massachusetts
$35K – – –
LWA
1050
Lenox Wealth Advisors
New York
$34K +$2.44K +15 +9%