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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
476
Proficio Capital Partners
Massachusetts
$100K -$866 -25 -0.9%
RFC
477
Regions Financial Corp
Alabama
$93K +$866 +25 +0.9%
VFA
478
Valeo Financial Advisors
Indiana
$91K +$68.1K +1,965 +401%
TL
479
TrueWealth LLC
Georgia
$88K
FHA
480
Flagship Harbor Advisors
Massachusetts
$84K +$85.1K +2,455 New
Rockefeller Capital Management
481
Rockefeller Capital Management
New York
$72K +$22.5K +650 +45%
OIA
482
OneDigital Investment Advisors
Kansas
$70K -$2.6K -75 -4%
TAM
483
Trust Asset Management
Texas
$60K +$59.8K +1,725 New
LWA
484
Lenox Wealth Advisors
New York
$58K -$33.4K -965 -36%
EWM
485
Edge Wealth Management
New York
$56K +$56.3K +1,625 New
SIAS
486
Shine Investment Advisory Services
Colorado
$49K
HFM
487
Harvest Fund Management
China
$46K +$1.39K +40 +3%
LWM
488
Lenox Wealth Management
Ohio
$45K +$866 +25 +2%
HR
489
Howe & Rusling
New York
$44K
CA
490
Centerpoint Advisors
Massachusetts
$41K +$2.43K +70 +6%
NCM
491
Nelson Capital Management
California
$39K
SWA
492
Sutton Wealth Advisors
Florida
$38.5K
First Manhattan
493
First Manhattan
New York
$38K
AIL
494
AGF Investments LLC
Ontario, Canada
$37K +$1.91K +55 +6%
TWA
495
TCI Wealth Advisors
Arizona
$35K +$4.5K +130 +15%
NSIM
496
North Star Investment Management
Illinois
$34K
SIC
497
Salem Investment Counselors
North Carolina
$34K
TCOV
498
Trust Company of Vermont
Vermont
$34K
SMFS
499
Squar Milner Financial Services
California
$34K +$34.3K +990 New
PCM
500
Peak Capital Management
Colorado
$34K +$34.7K +1,000 New