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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$22K +$70 +2 +0.3%
SIM
402
Sonora Investment Management
Arizona
$20K +$5.57K +160 +35%
CT
403
Caldwell Trust
Florida
$19.7K – – –
VFA
404
Valeo Financial Advisors
Indiana
$19K -$43.1K -1,240 -68%
LWM
405
Liberty Wealth Management
California
$19K +$4K +115 +24%
LC
406
Lindbrook Capital
California
$17K -$7.27K -209 -28%
CHA
407
Carmichael Hill & Associates
Maryland
$16K – – –
SSB
408
Sandy Spring Bank
Maryland
$15K – – –
RIM
409
Rockbridge Investment Management
New York
$14K +$15.5K +446 New
RFA
410
Reilly Financial Advisors
California
$13K – – –
TWA
411
TCI Wealth Advisors
Arizona
$12K -$174 -5 -1%
MCM
412
Manchester Capital Management
Vermont
$12K – – –
PB
413
Pinnacle Bancorp
Nebraska
$12K – – –
SIAS
414
Shine Investment Advisory Services
Colorado
$11K -$11.1K -318 -48%
BL
415
Balentine LLC
Georgia
$11K +$209 +6 +2%
TCCM
416
Timber Creek Capital Management
Massachusetts
$11K +$1.74K +50 +17%
CFD
417
Creative Financial Designs
Indiana
$11K +$12.1K +348 New
SF
418
Synovus Financial
Georgia
$10K -$45.1K -1,296 -80%
IA
419
IFP Advisors
Florida
$10K – – –
JFA
420
JNBA Financial Advisors
Minnesota
$9K – – –
FA
421
Financial Advantage
Maryland
$9K +$10.7K +308 New
AF
422
Advisornet Financial
Minnesota
$8K -$23.2K -667 -74%
ACM
423
AUA Capital Management
Pennsylvania
$8K – – –
SCA
424
Stonebridge Capital Advisors
Minnesota
$8K – – –
TL
425
TrueWealth LLC
Georgia
$8K – – –