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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
426
Holistic Financial Partners
Indiana
$70K +$77K +737 New
KF
427
Krilogy Financial
Missouri
$67K – – –
IA
428
IFP Advisors
Florida
$66K -$29.6K -283 -29%
STA
429
Summit Trail Advisors
New York
$65K +$71.5K +684 New
WPA
430
West Paces Advisors
Georgia
$60.6K +$5.75K +55 +9%
IWM
431
IHT Wealth Management
Illinois
$60K +$61.7K +590 +11,800%
SFSIG
432
San Francisco Sentry Investment Group
California
$59K -$367K -3,512 -85%
BCP
433
Blackhawk Capital Partners
Wisconsin
$57K +$62.7K +600 New
TL
434
TrueWealth LLC
Georgia
$56K +$61.7K +590 New
GLI
435
Guardian Life Insurance
New York
$52K +$17.5K +167 +43%
EMG
436
ETF Managers Group
New Jersey
$46K +$6.69K +64 +16%
GT
437
Glenmede Trust
Pennsylvania
$45K -$21.9K -210 -31%
FPFS
438
First Personal Financial Services
North Carolina
$44K -$3.97K -38 -8%
OIA
439
OneDigital Investment Advisors
Kansas
$44K +$4.91K +47 +11%
AssetMark Inc
440
AssetMark Inc
California
$41K +$3.76K +36 +9%
WAM
441
Wolverine Asset Management
Illinois
$38K -$1.18M -11,280 -97%
SLF
442
Sun Life Financial
Ontario, Canada
$36K -$91.5K -875 -70%
WTC
443
WhitTier Trust Company
Nevada
$36K +$20.9K +200 +111%
FANJ
444
Financial Architects (New Jersey)
New Jersey
$34K +$17.2K +165 +83%
FPS
445
Fieldpoint Private Securities
Connecticut
$33K – – –
PCG
446
Private Capital Group
Connecticut
$33K +$11.1K +106 New
APA
447
American Portfolios Advisors
New York
$31.1K +$34.3K +328 New
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K -$16.7K -160 -35%
RFA
449
Reilly Financial Advisors
California
$28K – – –
PA
450
Parallel Advisors
California
$28K +$6.27K +60 +26%