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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
SevenBridge Financial Group
Pennsylvania
$49K
CIM
227
Contravisory Investment Management
Massachusetts
$49K +$28.5K +946 +126%
BWP
228
Baldwin Wealth Partners
Massachusetts
$48K
PCP
229
Proficio Capital Partners
Massachusetts
$45K +$2.11K +70 +5%
LFA
230
Legacy Financial Advisors
Kentucky
$43K +$45.6K +1,514 New
SWM
231
SeaCrest Wealth Management
New York
$41K +$43.1K +1,431 New
CG
232
Cutler Group
California
$40K +$42.6K +1,412 New
BC
233
Bartlett & Co
Ohio
$39K
FWM
234
Focused Wealth Management
New York
$38K
GEA
235
Glen Eagle Advisors
New Jersey
$37.2K +$20.1K +666 +105%
RFS
236
Rockefeller Financial Services
New York
$36K
FGC
237
Financial Gravity Companies
Texas
$35K +$34.4K +1,140 New
ASN
238
Advisory Services Network
Georgia
$34K
LA
239
Legacy Advisors
Pennsylvania
$34K
RWA
240
Ropes Wealth Advisors
Massachusetts
$33K
AIP
241
Ameritas Investment Partners
Nebraska
$31K
ZB
242
Zions Bancorporation
Utah
$31K
KF
243
Krilogy Financial
Missouri
$25K
LIA
244
LS Investment Advisors
Michigan
$23K
TJHA
245
Thomas J. Herzfeld Advisors
Florida
$23K +$8.5K +282 +53%
AF
246
Advisornet Financial
Minnesota
$23K +$24.4K +809 New
TRCT
247
Tower Research Capital (TRC)
New York
$20K -$108K -3,588 -84%
TCCM
248
Timber Creek Capital Management
Massachusetts
$20K
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$19K +$20.4K +677 New
NSIM
250
North Star Investment Management
Illinois
$18K