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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1051
Valeo Financial Advisors
Indiana
$31K – – –
SWP
1052
Strategic Wealth Partners
Ohio
$31K +$28.4K +175 New
OAJ
1053
Ogorek Anthony Joseph
New York
$30K – – –
LC
1054
Lavaca Capital
Texas
$29K – – –
TNBTD
1055
Trustmark National Bank Trust Department
Mississippi
$29K – – –
PO
1056
Private Ocean
California
$29K +$26.3K +162 New
AIM
1057
Advantage Investment Management
Iowa
$28K +$650 +4 +3%
AA
1058
Advisory Alpha
Michigan
$27.8K +$25K +154 New
WPA
1059
West Paces Advisors
Georgia
$27.5K – – –
LWM
1060
Liberty Wealth Management
California
$27K -$5.04K -31 -16%
PC
1061
Permanens Capital
New York
$26K +$24.4K +150 New
FIB
1062
First Interstate Bank
Montana
$24K – – –
TFO
1063
Tarbox Family Office
California
$24K – – –
RE
1064
RBC Europe
United Kingdom
$22.9K +$21.1K +130 New
RWA
1065
Ropes Wealth Advisors
Massachusetts
$22K -$12.5K -77 -38%
PCIA
1066
Prime Capital Investment Advisors
Kansas
$22K – – –
SFFS
1067
Stonehage Fleming Financial Services
Jersey
$22K +$20.3K +125 New
FCA
1068
FinTrust Capital Advisors
South Carolina
$20K -$2.92K -18 -14%
EARNEST Partners
1069
EARNEST Partners
Georgia
$20K – – –
PCA
1070
Providence Capital Advisors
North Carolina
$20K +$2.27K +14 +14%
FC
1071
Ferris Capital
Massachusetts
$19K -$3.41K -21 -16%
GWA
1072
Guidant Wealth Advisors
Illinois
$19K +$812 +5 +5%
GWS
1073
Glassman Wealth Services
Virginia
$19K +$11.5K +71 +209%
M
1074
MOTCO
Texas
$18K – – –
OSAM
1075
O'Shaughnessy Asset Management
Connecticut
$18K +$11.9K +73 +270%