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Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
IFP Advisors
Florida
$100K +$56K +335 +144%
RA
527
Rational Advisors
New York
$98K +$94.8K +567 +11,340%
ADL
528
Asset Dedication LLC
California
$86K – – –
WT
529
Washington Trust
Rhode Island
$85K +$55.3K +331 +195%
VCG
530
Vantage Consulting Group
Virginia
$85K +$82.9K +496 New
BWM
531
Birchcreek Wealth Management
Ohio
$82K +$80.2K +480 New
AF
532
Advisornet Financial
Minnesota
$78K +$1.67K +10 +2%
EI
533
Ellevest Inc
New York
$75K -$47.1K -282 -39%
EP
534
Eudaimonia Partners
Tennessee
$75K -$334 -2 -0.5%
Parallax Volatility Advisers
535
Parallax Volatility Advisers
California
$74K +$72.5K +434 New
CCC
536
Crescent Capital Consulting
Louisiana
$73K +$71.9K +430 New
NSIM
537
North Star Investment Management
Illinois
$68K – – –
CFD
538
Creative Financial Designs
Indiana
$58K – – –
NIM
539
NuWave Investment Management
New Jersey
$58K +$55.7K +333 +6,660%
CIA
540
CSat Investment Advisory
Michigan
$57K -$28.9K -173 -34%
TIM
541
Tortoise Investment Management
New York
$57K – – –
CT
542
Caldwell Trust
Florida
$57K – – –
SFPG
543
Stonebridge Financial Planning Group
Florida
$56K -$16.7K -100 -24%
Jones Financial Companies
544
Jones Financial Companies
Missouri
$55K +$53.3K +319 New
VRM
545
Vectors Research Management
New York
$53K +$51.8K +310 New
BCWM
546
Bartlett & Co Wealth Management
Ohio
$51.3K – – –
BC
547
Bartlett & Co
Ohio
$51K – – –
PA
548
Parallel Advisors
California
$48K -$14.9K -89 -24%
WB
549
Webster Bank
Connecticut
$47K – – –
FMT
550
First Mercantile Trust
Tennessee
$41K -$5.68K -34 -12%