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Name Holding Trade Value Shares
Change
Change in
Stake
EBA
226
Eagle Bay Advisors
New York
$55K +$15.1K +386 +33%
KFI
227
Key Financial Inc
Pennsylvania
$42K
RIA
228
RPG Investment Advisory
California
$42K
TF
229
Tompkins Financial
New York
$38K +$43K +1,100 New
SFPG
230
Stonebridge Financial Planning Group
Florida
$37K +$274 +7 +0.6%
SAI
231
Systematic Alpha Investments
New Jersey
$37K +$43.1K +1,101 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$36K -$352 -9 -0.9%
SBL
233
Sargent Bickham Lagudis
Colorado
$36K
MA
234
MUFG Americas
New York
$31K
VNA
235
Valley National Advisers
Pennsylvania
$27K
BCA
236
Berman Capital Advisors
Georgia
$25K -$352 -9 -1%
HPC
237
HM Payson & Co
Maine
$22K
AWM
238
Avior Wealth Management
Nebraska
$19K
AP
239
Atwood & Palmer
Missouri
$18K
TCWM
240
Total Clarity Wealth Management
Illinois
$17K +$19.6K +500 New
EI
241
Ellevest Inc
New York
$16K +$6.5K +166 +55%
WT
242
Whittier Trust
California
$15K
PMFA
243
Plante Moran Financial Advisors
Michigan
$14K
GKWIM
244
Gerber Kawasaki Wealth & Investment Management
California
$14K +$16.6K +423 New
TPCW
245
TD Private Client Wealth
New York
$13.6K -$6.1K -156 -28%
QCG
246
Quadrant Capital Group
Ohio
$11K +$12.2K +311 +2,827%
TWA
247
TCI Wealth Advisors
Arizona
$10K -$1.84K -47 -14%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$10K -$196 -5 -2%
BCM
249
Bourgeon Capital Management
Connecticut
$10K
BFC
250
Bedel Financial Consulting
Indiana
$9K