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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1251
Capital Advisory Group Advisory Services
Minnesota
$84K +$87.2K +1,100 New
TL
1252
TrueWealth LLC
Georgia
$83K -$27.8K -351 -24%
Rockefeller Capital Management
1253
Rockefeller Capital Management
New York
$83K +$87.2K +1,100 New
KA
1254
Kaizen Advisory
Illinois
$82K
NC
1255
NewSquare Capital
Pennsylvania
$81K
BCI
1256
Brinker Capital Investments
Pennsylvania
$81K +$68.4K +862 +431%
IFAM
1257
Institutional & Family Asset Management
Colorado
$80K +$83.6K +1,054 New
CPA
1258
Cowen Prime Advisors
New York
$78K
HFP
1259
Holistic Financial Partners
Indiana
$76K -$12.7K -160 -14%
BCP
1260
Blackhawk Capital Partners
Wisconsin
$76K +$79.3K +1,000 New
CG
1261
Cutler Group
California
$75K -$984K -12,403 -93%
OIA
1262
OneDigital Investment Advisors
Kansas
$74K -$1.51K -19 -2%
WAP
1263
Wealthcare Advisory Partners
Pennsylvania
$74K +$17.4K +219 +29%
FPS
1264
Fieldpoint Private Securities
Connecticut
$71K +$19K +240 +34%
DSC
1265
Duncker Streett & Co
Missouri
$69K -$39.7K -500 -36%
RWM
1266
Raffa Wealth Management
District of Columbia
$67.2K +$6.82K +86 +11%
CB
1267
Community Bank
New York
$65K
PK
1268
Pflug Koory
Nebraska
$64K
RWG
1269
Regal Wealth Group
California
$62K
VCM
1270
Vigilant Capital Management
Maine
$61K +$63.5K +800 New
BWM
1271
Baystate Wealth Management
Massachusetts
$60K
MA
1272
MCF Advisors
Kentucky
$60K
PWAG
1273
Polaris Wealth Advisory Group
California
$60K +$63.1K +795 New
LWM
1274
Lenox Wealth Management
Ohio
$59K -$21.1K -266 -25%
CBT
1275
Central Bank & Trust
Kentucky
$59K