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