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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$32K – – –
HR
302
Howe & Rusling
New York
$26K – – –
PFSC
303
Peoples Financial Services Corp
Pennsylvania
$26K – – –
CIA
304
CSat Investment Advisory
Michigan
$22K -$790K -18,041 -97%
HFA
305
HC Financial Advisors
California
$22K – – –
VFA
306
Valeo Financial Advisors
Indiana
$21K -$13.5K -308 -38%
S
307
SignatureFD
Georgia
$19K +$175 +4 +0.9%
ASN
308
Advisory Services Network
Georgia
$19K +$19.6K +448 New
PG
309
Proffitt & Goodson
Tennessee
$13K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
310
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K +$13.8K +315 New
RIM
311
Rockbridge Investment Management
New York
$12K – – –
VAIA
312
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.51K -103 -28%
BFC
313
Bedel Financial Consulting
Indiana
$10K – – –
NCM
314
New Capital Management
Texas
$10K +$3.06K +70 +43%
GAM
315
Gemmer Asset Management
California
$9K – – –
SIM
316
Sonora Investment Management
Arizona
$9K – – –
APA
317
American Portfolios Advisors
New York
$8.47K – – –
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$7K – – –
JWM
320
Janiczek Wealth Management
Colorado
$7K +$6.48K +148 +2,467%
KFS
321
Kelly Financial Services
Massachusetts
$6.13K – – –
QCG
322
Quadrant Capital Group
Ohio
$5K +$131 +3 +3%
TWA
323
TCI Wealth Advisors
Arizona
$5K +$2.85K +65 +108%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$4.16K +95 +792%
PWM
325
Provident Wealth Management
Tennessee
$5K +$5.43K +124 New