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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
426
Advocacy Wealth Management Services
Georgia
$6K – – –
IFAM
427
Institutional & Family Asset Management
Colorado
$6K – – –
PCP
428
Proficio Capital Partners
Massachusetts
$6K – – –
TL
429
TrueWealth LLC
Georgia
$6K – – –
JA
430
JOYN Advisors
Georgia
$6K +$2.93K +140 +88%
GRP
431
Global Retirement Partners
California
$5K – – –
WTB
432
Washington Trust Bank
Washington
$5K – – –
ASN
433
Advisory Services Network
Georgia
$5K +$1.24K +59 +31%
PHK
434
Point72 Hong Kong
Hong Kong
$3K -$25.6K -1,223 -91%
BCI
435
Brinker Capital Investments
Pennsylvania
$3K – – –
EARNEST Partners
436
EARNEST Partners
Georgia
$3K – – –
HAM
437
Highstreet Asset Management
Ontario, Canada
$3K – – –
BCA
438
Berman Capital Advisors
Georgia
$3K +$3.92K +187 New
AC
439
Avestar Capital
New York
$2K – – –
HWA
440
Heritage Wealth Advisors
Virginia
$2K – – –
QI
441
QS Investors
New York
$2K – – –
RFC
442
Regions Financial Corp
Alabama
$2K – – –
VanEck Associates
443
VanEck Associates
New York
$2K +$1.72K +82 New
FGC
444
Financial Gravity Companies
Texas
$2K +$1.78K +85 New
CAM
445
Cresset Asset Management
Illinois
$2K +$2.1K +100 New
EWA
446
ERTS Wealth Advisors
Michigan
$2K +$2.16K +103 New
GWS
447
Glassman Wealth Services
Virginia
$1K – – –
VNA
448
Valley National Advisers
Pennsylvania
$1K – – –
AIA
449
Alera Investment Advisors
Illinois
$1K +$754 +36 New
SFA
450
Semmax Financial Advisors
North Carolina
$1K +$1.24K +59 New