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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
226
Financial Gravity Asset Management
Texas
$24K +$1.32K +35 +6%
SPIA
227
Steward Partners Investment Advisory
New York
$24K +$23.3K +617 New
HWA
228
Heritage Wealth Advisors
Virginia
$23.5K
NFG
229
Next Financial Group
Texas
$21K +$19.9K +526 New
SSB
230
Sandy Spring Bank
Maryland
$19K
LWM
231
Lenox Wealth Management
Ohio
$17K
CI
232
CX Institutional
Indiana
$16K
TCOV
233
Trust Company of Vermont
Vermont
$16K
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$832 +22 +6%
PCP
235
Proficio Capital Partners
Massachusetts
$16K +$4.61K +122 +42%
CAL
236
Capital Analysts LLC
Pennsylvania
$15K
FHA
237
First Horizon Advisors
Tennessee
$15K
HPC
238
HM Payson & Co
Maine
$15K +$13.9K +368 New
APA
239
American Portfolios Advisors
New York
$14.5K
CSS
240
Cubist Systematic Strategies
Connecticut
$14K -$976K -25,800 -99%
MWM
241
Mascoma Wealth Management
New Hampshire
$14K
FHA
242
Flagship Harbor Advisors
Massachusetts
$13K +$7.6K +201 +146%
TCM
243
Tradewinds Capital Management
Washington
$12K
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$8K +$7.45K +197 New
WT
245
Whittier Trust
California
$7K
CFGS
246
Concourse Financial Group Securities
Alabama
$7K +$2.84K +75 +67%
AF
247
Allworth Financial
California
$6K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$6K
AIS
249
AlphaOne Investment Services
Pennsylvania
$5K
OIA
250
OneDigital Investment Advisors
Kansas
$5K