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Korn Ferry

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$17K +$11.4K +311 New
FCA
177
FinTrust Capital Advisors
South Carolina
$12K +$442 +12 +5%
TCI Wealth Advisors
178
TCI Wealth Advisors
Arizona
$11K – – –
VCG
179
Vantage Consulting Group
Virginia
$9K +$7.4K +201 New
GAM
180
Gemmer Asset Management
California
$8K – – –
IFP Advisors
181
IFP Advisors
Florida
$8K – – –
LWM
182
Liberty Wealth Management
California
$8K +$37 +1 +0.6%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$7K +$5.34K +145 New
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$5K +$2.02K +55 +92%
BCA
186
Berman Capital Advisors
Georgia
$5K +$4.2K +114 +496%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
TFO
188
Tarbox Family Office
California
$4K – – –
Quadrant Capital Group
189
Quadrant Capital Group
Ohio
$3K – – –
SignatureFD
190
SignatureFD
Georgia
$3K +$110 +3 +5%
CHA
191
Carmichael Hill & Associates
Maryland
$2K – – –
FPS
192
Fieldpoint Private Securities
Connecticut
$2K +$2.02K +55 New
O'Shaughnessy Asset Management
193
O'Shaughnessy Asset Management
Connecticut
$1K – – –
Parallel Advisors
194
Parallel Advisors
California
$1K – – –
EI
195
Ellevest Inc
New York
$1K +$920 +25 New
CFGS
196
Concourse Financial Group Securities
Alabama
$1K +$957 +26 New
TFGT
197
TS Financial Group (TSFG)
Illinois
$1K +$994 +27 New
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$1K +$1.55K +42 New
TD Private Client Wealth
199
TD Private Client Wealth
New York
$609 – – –
SCM
200
Stadium Capital Management
Connecticut
– -$11.2M -385,861 Closed