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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
401
Seneca Financial Advisors
New York
$238K – – –
WA
402
Wambolt & Associates
Colorado
$233K – – –
FSC
403
Full Sail Capital
Oklahoma
$231K +$224K +3,158 New
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$227K +$10.7K +151 +5%
UCFA
405
United Capital Financial Advisors
Texas
$225K -$35.5K -500 -14%
CAM
406
Cresset Asset Management
Illinois
$225K +$223K +3,141 New
TC
407
TwinBeech Capital
New York
$222K +$220K +3,101 New
BOM
408
Bank of Marin
California
$220K -$16K -225 -7%
AB
409
Atlas Brown
Kentucky
$215K – – –
CAAS
410
Capital Asset Advisory Services
Michigan
$214K -$12.6K -178 -6%
KFP
411
KB Financial Partners
New Jersey
$213K +$211K +2,968 New
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$210K +$208K +2,938 New
AII
413
AGF Investments Inc
Ontario, Canada
$186K -$11.6K -164 -6%
VFA
414
Valeo Financial Advisors
Indiana
$186K – – –
EIP
415
Ellis Investment Partners
Pennsylvania
$166K – – –
S
416
SignatureFD
Georgia
$153K +$2.06K +29 +1%
SPIA
417
Steward Partners Investment Advisory
New York
$149K +$34.1K +481 +30%
Toronto Dominion Bank
418
Toronto Dominion Bank
Ontario, Canada
$147K -$13.6K -192 -9%
IA
419
IFP Advisors
Florida
$141K +$2.48K +35 +2%
FPS
420
Fieldpoint Private Securities
Connecticut
$138K -$13.9K -196 -9%
IA
421
IndexIQ Advisors
New York
$115K +$6.74K +95 +6%
FHA
422
First Horizon Advisors
Tennessee
$103K +$14.6K +206 +17%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$102K -$40.2K -566 -28%
FF
424
FourThought Financial
Florida
$99K – – –
1IA
425
1834 Investment Advisors
Wisconsin
$97K – – –