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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
426
Trust Company of Vermont
Vermont
$3K -$2.92K -45 -50%
BAM
427
Barrett Asset Management
New York
$3K – – –
CAC
428
Certified Advisory Corp
Florida
$3K – – –
VFA
429
Valeo Financial Advisors
Indiana
$3K – – –
LFA
430
Legacy Financial Advisors
Kentucky
$3K +$1.49K +23 +115%
CFA
431
Clarfeld Financial Advisors
New York
$3K +$3.12K +48 New
NIM
432
NuWave Investment Management
New Jersey
$2K -$98.7K -1,520 -98%
RA
433
Rational Advisors
New York
$2K -$14.3K -221 -89%
PCP
434
Proficio Capital Partners
Massachusetts
$2K -$5.07K -78 -76%
FC
435
Ferris Capital
Massachusetts
$2K -$4.03K -62 -61%
BWM
436
Baystate Wealth Management
Massachusetts
$2K – – –
FHB
437
First Hawaiian Bank
Hawaii
$2K – – –
CI
438
CX Institutional
Indiana
$2K +$714 +11 +58%
PWM
439
PRW Wealth Management
Massachusetts
$2K +$1.75K +27 New
MOS
440
MGO One Seven
Ohio
$2K +$2.08K +32 New
RFC
441
Regions Financial Corp
Alabama
$1K -$51.7K -796 -99%
PCG
442
Private Capital Group
Connecticut
$1K -$4.42K -68 -78%
AC
443
Avestar Capital
New York
$1K -$1.82K -28 -53%
TFO
444
Tarbox Family Office
California
$1K -$1.75K -27 -73%
GWS
445
Glassman Wealth Services
Virginia
$1K +$260 +4 +100%
FGC
446
Financial Gravity Companies
Texas
$1K +$1.04K +16 New
CA
447
Claro Advisors
Massachusetts
$1K +$1.1K +17 New
ASN
448
Advisory Services Network
Georgia
$1K +$1.3K +20 New
GEA
449
Glen Eagle Advisors
New Jersey
$954 -$584 -9 -38%
RWM
450
Raffa Wealth Management
District of Columbia
$827 – – –