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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
551
Tarbox Family Office
California
$5K +$1.63K +10 +45%
SIM
552
Sonora Investment Management
Arizona
$5K +$4.72K +29 New
KFS
553
Kelly Financial Services
Massachusetts
$4.14K
CBT
554
Capital Bank & Trust
California
$4K -$3.74K -23 -47%
WPA
555
West Paces Advisors
Georgia
$3.31K
SMFS
556
Squar Milner Financial Services
California
$3K -$2.6K -16 -48%
NFG
557
Next Financial Group
Texas
$3K -$1.3K -8 -30%
AF
558
Allworth Financial
California
$3K
VFA
559
Valeo Financial Advisors
Indiana
$3K +$1.46K +9 +82%
PRC
560
Pearl River Capital
Michigan
$3K +$2.77K +17 New
CFA
561
Camarda Financial Advisors
Florida
$2K
CTC
562
Central Trust Company
Missouri
$2K
RIA
563
Realta Investment Advisors
Delaware
$2K
SC
564
Sawyer & Company
Massachusetts
$2K
EWA
565
Evolution Wealth Advisors
Florida
$2K +$1.63K +10 New
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$2K +$1.63K +10 New
WAS
567
Winch Advisory Services
Wisconsin
$2K +$1.95K +12 New
PO
568
Private Ocean
California
$2K +$2.77K +17 New
TPWA
569
TRUE Private Wealth Advisors
Oregon
$2K +$2.77K +17 New
YWP
570
YorkBridge Wealth Partners
New York
$1K -$1.3K -8 -47%
CAM
571
ClariVest Asset Management
California
$1K
NR
572
Newfound Research
Massachusetts
$1K
BBHC
573
Brown Brothers Harriman & Co
New York
$1K +$651 +4 New
GEA
574
Glen Eagle Advisors
New Jersey
$166 +$163 +1 New
PWAG
575
Polaris Wealth Advisory Group
California
-$18.2M -114,408 Closed