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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
501
Migdal Insurance & Financial Holdings
Israel
$69K +$60.2K +358 New
PWM
502
Perigon Wealth Management
California
$69K +$60.5K +360 New
Rockefeller Capital Management
503
Rockefeller Capital Management
New York
$62K +$1.68K +10 +3%
NR
504
Newfound Research
Massachusetts
$62K +$54.1K +322 New
EIP
505
Ellis Investment Partners
Pennsylvania
$60K – – –
ASN
506
Advisory Services Network
Georgia
$57K -$29.9K -178 -37%
CFA
507
Carroll Financial Associates
North Carolina
$57K – – –
RPWA
508
Regent Peak Wealth Advisors
Georgia
$56K +$48.8K +290 New
VCM
509
Versant Capital Management
Arizona
$54K – – –
PCM
510
Penserra Capital Management
California
$52K +$8.74K +52 +23%
GWS
511
Glassman Wealth Services
Virginia
$47K -$4.2K -25 -9%
PA
512
Parallel Advisors
California
$45K -$20.2K -120 -34%
VFA
513
Valeo Financial Advisors
Indiana
$44K -$84.1K -500 -68%
TCOV
514
Trust Company of Vermont
Vermont
$39K – – –
Jones Financial Companies
515
Jones Financial Companies
Missouri
$39K +$34K +202 New
FCH
516
Freestone Capital Holdings
Washington
$38.6K – – –
AF
517
Advisornet Financial
Minnesota
$33K – – –
VCG
518
Vantage Consulting Group
Virginia
$33K +$28.7K +171 New
Parallax Volatility Advisers
519
Parallax Volatility Advisers
California
$32K -$3.5M -20,809 -99%
QCG
520
Quadrant Capital Group
Ohio
$29K -$27.2K -162 -52%
PWPS
521
Pinnacle Wealth Planning Services
Ohio
$29K +$24.7K +147 New
GEA
522
Glen Eagle Advisors
New Jersey
$27.1K +$168 +1 +0.7%
CIA
523
CSat Investment Advisory
Michigan
$26K -$54.1K -322 -70%
ST
524
Smithfield Trust
Pennsylvania
$26K +$4.71K +28 +26%
SFS
525
Sowell Financial Services
Arkansas
$25K -$1.51K -9 -6%