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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
1026
Adirondack Trust Company
New York
$12K
BWP
1027
Baldwin Wealth Partners
Massachusetts
$12K
IA
1028
IndexIQ Advisors
New York
$11K -$92 -1 -0.7%
LSA
1029
Lion Street Advisors
Texas
$11K +$12.7K +138 New
AA
1030
Advisory Alpha
Michigan
$9.85K -$212K -2,310 -95%
FP
1031
Financial Perspectives
Minnesota
$9.63K
BBHC
1032
Brown Brothers Harriman & Co
New York
$9K -$367 -4 -3%
FEG
1033
Financial Enhancement Group
Indiana
$9K -$367 -4 -3%
VCM
1034
Versant Capital Management
Arizona
$9K +$3.94K +43 +52%
JFA
1035
JNBA Financial Advisors
Minnesota
$8K
TSW
1036
Thompson Siegel & Walmsley
Virginia
$8K
WQ
1037
Wealth Quarterback
New Jersey
$7.31K -$138K -1,510 -92%
HWM
1038
HighMark Wealth Management
Minnesota
$7K -$2.2K -24 -20%
TWA
1039
TCI Wealth Advisors
Arizona
$7K -$2.02K -22 -19%
CHA
1040
Carmichael Hill & Associates
Maryland
$7K
TIM
1041
Tortoise Investment Management
New York
$7K
TL
1042
TrueWealth LLC
Georgia
$7K
FRA
1043
Front Row Advisors
California
$7K +$2.75K +30 +56%
HIM
1044
Hillsdale Investment Management
Ontario, Canada
$7K +$7.79K +85 New
BEI
1045
Benjamin Edwards Inc
Missouri
$7K +$8.25K +90 New
SWA
1046
Sutton Wealth Advisors
Florida
$6.06K +$2.38K +26 +50%
JSC
1047
Jackson Square Capital
California
$6K -$5.13K -56 -41%
GC
1048
Globeflex Capital
California
$6K
PA
1049
Procyon Advisors
Connecticut
$6K +$3.39K +37 +88%
AS
1050
Altshuler Shaham
Israel
$6K +$7.52K +82 New