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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
226
Valeo Financial Advisors
Indiana
$60K +$55.5K +1,906 New
QCG
227
Quadrant Capital Group
Ohio
$56K +$10.7K +369 +22%
NFG
228
Next Financial Group
Texas
$54K +$13.3K +458 +36%
SFG
229
SevenBridge Financial Group
Pennsylvania
$53K
AssetMark Inc
230
AssetMark Inc
California
$53K +$10.2K +349 +26%
BWP
231
Baldwin Wealth Partners
Massachusetts
$52K
PCP
232
Proficio Capital Partners
Massachusetts
$47K
BC
233
Bartlett & Co
Ohio
$42K
OAM
234
Oppenheimer Asset Management
New York
$41K -$8.91K -306 -19%
LNB
235
Ledyard National Bank
$41K
FWM
236
Focused Wealth Management
New York
$41K +$38.3K +1,317 New
RFS
237
Rockefeller Financial Services
New York
$40K +$36.8K +1,265 New
ASN
238
Advisory Services Network
Georgia
$37K -$149K -5,128 -81%
LA
239
Legacy Advisors
Pennsylvania
$37K
RWA
240
Ropes Wealth Advisors
Massachusetts
$36K
ZB
241
Zions Bancorporation
Utah
$34K +$27.3K +938 +685%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$31K +$3.23K +111 +12%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$28K +$26.1K +896 New
KF
244
Krilogy Financial
Missouri
$27K +$25.5K +875 New
LIA
245
LS Investment Advisors
Michigan
$25K
Barclays
246
Barclays
United Kingdom
$25K +$3.84K +132 +20%
CIM
247
Contravisory Investment Management
Massachusetts
$23K +$21.8K +750 New
TCCM
248
Timber Creek Capital Management
Massachusetts
$22K -$50.8K -1,745 -71%
DBT
249
Dubuque Bank & Trust
Iowa
$21K
GEA
250
Glen Eagle Advisors
New Jersey
$19.8K +$7.66K +263 +71%