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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1101
TrueWealth LLC
Georgia
$45K – – –
PCIA
1102
Prime Capital Investment Advisors
Kansas
$45K +$20K +100 +80%
SLF
1103
Sun Life Financial
Ontario, Canada
$41K -$200 -1 -0.5%
PWP
1104
Personal Wealth Partners
Minnesota
$41K – – –
AF
1105
Allworth Financial
California
$40K – – –
CA
1106
Centerpoint Advisors
Massachusetts
$40K – – –
TF
1107
TimeScale Financial
Massachusetts
$39K – – –
PO
1108
Private Ocean
California
$38K – – –
QCMC
1109
Quantum Capital Management (California)
California
$38K +$38.1K +190 New
PFBT
1110
Parkside Financial Bank & Trust
Missouri
$37K – – –
LWA
1111
Lenox Wealth Advisors
New York
$35K – – –
OAJ
1112
Ogorek Anthony Joseph
New York
$34K – – –
TFO
1113
Tarbox Family Office
California
$33K +$802 +4 +2%
SWP
1114
Strategic Wealth Partners
Ohio
$30.9K -$32.9K -164 -39%
WPA
1115
West Paces Advisors
Georgia
$30.9K – – –
AA
1116
Advisory Alpha
Michigan
$30.8K +$32.3K +161 New
FWM
1117
Focused Wealth Management
New York
$30K – – –
LWM
1118
Liberty Wealth Management
California
$29K -$2.81K -14 -9%
VFA
1119
Valeo Financial Advisors
Indiana
$28K -$58.9K -294 -67%
FIB
1120
First Interstate Bank
Montana
$27K – – –
CAC
1121
Certified Advisory Corp
Florida
$25K – – –
OSAM
1122
O'Shaughnessy Asset Management
Connecticut
$25K +$2.81K +14 +12%
GWS
1123
Glassman Wealth Services
Virginia
$24K -$1K -5 -4%
BWM
1124
Baystate Wealth Management
Massachusetts
$22K -$42.7K -213 -66%
FRA
1125
Front Row Advisors
California
$22K -$5.21K -26 -19%