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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$36K +$24.5K +2,000 +400%
CCA
302
Catalyst Capital Advisors
New York
$34K +$8.16K +667 +39%
TFS
303
TrustCore Financial Services
Tennessee
$32K
CA
304
Crewe Advisors
Utah
$29K
ACA
305
Atlas Capital Advisors
Wyoming
$28.6K +$24.5K +2,000 New
PCA
306
Providence Capital Advisors
North Carolina
$27K -$12.2K -1,000 -35%
PCIA
307
Prime Capital Investment Advisors
Kansas
$27K +$23.2K +1,900 New
CWA
308
Clarus Wealth Advisors
Arizona
$23K
ARMC
309
American Research & Management Company
Massachusetts
$22K
EDRH
310
Edmond de Rothschild Holding
Switzerland
$21K
CIA
311
Cascade Investment Advisors
Oregon
$20.7K
AF
312
Allworth Financial
California
$20K -$1.22K -100 -7%
JG
313
Jefferies Group
New York
$20K +$17.1K +1,400 New
WEC
314
Winslow Evans & Crocker
Massachusetts
$18K
TL
315
TrueWealth LLC
Georgia
$16K
GRP
316
Global Retirement Partners
California
$15K -$30.9K -2,525 -71%
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$15K -$7.7K -630 -37%
WAS
318
Winch Advisory Services
Wisconsin
$15K
BWM
319
BerganKDV Wealth Management
Minnesota
$14K
JCM
320
Jacobi Capital Management
Pennsylvania
$14K
KPCM
321
Kings Point Capital Management
New York
$14K
SCA
322
Stuart Chaussee & Associates
California
$14K
SCA
323
Stonebridge Capital Advisors
Minnesota
$14K +$12.2K +1,000 New
FHA
324
First Horizon Advisors
Tennessee
$10K
First Manhattan
325
First Manhattan
New York
$10K