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Robert Half

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
451
Geneos Wealth Management
Colorado
$9K – – –
SFG
452
SevenBridge Financial Group
Pennsylvania
$9K – – –
Advisory Services Network
453
Advisory Services Network
Georgia
$8K +$1.29K +21 +18%
PWM
454
PRW Wealth Management
Massachusetts
$7K +$7.55K +123 New
Federation des caisses Desjardins du Quebec
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.58K – – –
IFP Advisors
456
IFP Advisors
Florida
$6K -$18.6K -303 -76%
FC
457
Ferris Capital
Massachusetts
$6K – – –
WEC
458
Winslow Evans & Crocker
Massachusetts
$6K – – –
TD Ameritrade Investment Management
459
TD Ameritrade Investment Management
Nebraska
$6K +$4.91K +80 +276%
CA
460
Claro Advisors
Massachusetts
$6K +$4.97K +81 New
OIA
461
Optimum Investment Advisors
Illinois
$6K +$6.14K +100 New
CAC
462
Certified Advisory Corp
Florida
$6K +$6.75K +110 New
TCI Wealth Advisors
463
TCI Wealth Advisors
Arizona
$5K – – –
VNA
464
Valley National Advisers
Pennsylvania
$5K +$2.33K +38 +73%
CIAS
465
Capital Investment Advisory Services
North Carolina
$5K +$4.97K +81 New
Pathstone Family Office
466
Pathstone Family Office
New Jersey
$5K +$5.03K +82 New
TCOV
467
Trust Company of Vermont
Vermont
$4K -$3.56K -58 -47%
Arax Advisory Partners
468
Arax Advisory Partners
Colorado
$4K – – –
EARNEST Partners
469
EARNEST Partners
Georgia
$4K – – –
PCG
470
Private Capital Group
Connecticut
$4K – – –
Wealthspire Advisors (New York)
471
Wealthspire Advisors (New York)
New York
$4K +$4.66K +76 New
PB
472
Pinnacle Bancorp
Nebraska
$4K +$4.72K +77 New
LWM
473
Liberty Wealth Management
California
$4K +$5.28K +86 New
WPA
474
West Paces Advisors
Georgia
$3.43K – – –
HR
475
Howe & Rusling
New York
$3K -$245 -4 -7%