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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
501
OneDigital Investment Advisors
Kansas
$18K – – –
LWM
502
Lenox Wealth Management
Ohio
$18K +$167 +1 +1%
PCP
503
Proficio Capital Partners
Massachusetts
$17K -$333 -2 -2%
BCA
504
Bay Colony Advisors
Massachusetts
$17K +$16.7K +100 New
TCOV
505
Trust Company of Vermont
Vermont
$16K +$10.2K +61 +203%
CIA
506
CSat Investment Advisory
Michigan
$16K +$15K +90 New
CFD
507
Creative Financial Designs
Indiana
$16K +$15.5K +93 New
RCAG
508
Rehmann Capital Advisory Group
Michigan
$14.7K – – –
GAM
509
Guinness Asset Management
United Kingdom
$13K – – –
MSE
510
MUFG Securities EMEA
United Kingdom
$12K +$11.3K +68 New
FHA
511
First Horizon Advisors
Tennessee
$10K -$27.8K -167 -72%
TL
512
TrueWealth LLC
Georgia
$10K – – –
AIM
513
Advantage Investment Management
Iowa
$9K – – –
AWM
514
Avior Wealth Management
Nebraska
$9K – – –
CJA
515
C-J Advisory
California
$8K – – –
GAM
516
Gemmer Asset Management
California
$8K – – –
RA
517
Rational Advisors
New York
$8K +$5.83K +35 +292%
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
IP
519
Intellectus Partners
California
$7K – – –
VCM
520
Versant Capital Management
Arizona
$7K – – –
YWP
521
YorkBridge Wealth Partners
New York
$7K – – –
Bessemer Group
522
Bessemer Group
New Jersey
$7K +$6K +36 +720%
WA
523
WealthTrust-Arizona
Arizona
$6K -$1.17K -7 -17%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
LFA
525
Legacy Financial Advisors
Kentucky
$6K – – –