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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$11K
LWA
302
Lenox Wealth Advisors
New York
$11K +$7.79K +286 +318%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$8K -$545 -20 -7%
WDL
304
Well Done LLC
Michigan
$8K +$7.49K +275 New
CHP
305
Cable Hill Partners
Oregon
$7K
WTC
306
WhitTier Trust Company
Nevada
$7K
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$6K -$245 -9 -4%
CB
308
Community Bank
New York
$6K
FHA
309
First Horizon Advisors
Tennessee
$6K
IA
310
IFP Advisors
Florida
$6K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$6K
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$6K
AssetMark Inc
313
AssetMark Inc
California
$6K +$191 +7 +3%
FMA
314
FNY Managed Accounts
New York
$6K +$6.18K +227 New
RE
315
RBC Europe
United Kingdom
$5.75K
VFA
316
Valeo Financial Advisors
Indiana
$5K -$8.09K -297 -62%
HFP
317
Holistic Financial Partners
Indiana
$5K
IP
318
Intellectus Partners
California
$5K
PMFA
319
Plante Moran Financial Advisors
Michigan
$5K +$1.69K +62 +51%
VCM
320
Virtue Capital Management
Tennessee
$4K -$452K -16,588 -99%
VIA
321
Vantage Investment Advisors
Pennsylvania
$4K -$3.4K -125 -50%
GAM
322
Gemmer Asset Management
California
$4K
IWM
323
IHT Wealth Management
Illinois
$4K
PA
324
Parallel Advisors
California
$4K +$2.04K +75 +97%
ADL
325
Asset Dedication LLC
California
$3K