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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
276
Capital Bank & Trust
California
$26K -$14.5K -1,550 -33%
OIA
277
OneDigital Investment Advisors
Kansas
$26K – – –
SWM
278
SeaCrest Wealth Management
New York
$25K -$115K -12,305 -80%
AssetMark Inc
279
AssetMark Inc
California
$23K -$14.8K -1,585 -37%
TCOV
280
Trust Company of Vermont
Vermont
$22K – – –
JIR
281
James Investment Research
Ohio
$21K -$140K -15,000 -86%
ASN
282
Advisory Services Network
Georgia
$21K -$51.7K -5,525 -70%
RCAG
283
Rehmann Capital Advisory Group
Michigan
$20.5K +$6.27K +670 +38%
CG
284
Cutler Group
California
$20K -$704K -75,160 -97%
FC
285
Ferris Capital
Massachusetts
$19K – – –
TWA
286
TCI Wealth Advisors
Arizona
$19K – – –
TL
287
TrueWealth LLC
Georgia
$19K – – –
VFA
288
Valeo Financial Advisors
Indiana
$19K +$3.28K +350 +19%
LWA
289
Lenox Wealth Advisors
New York
$18K – – –
APC
290
Aspire Private Capital
North Carolina
$18K +$2.2K +235 +13%
GAM
291
Gemmer Asset Management
California
$17K +$13.6K +1,450 +248%
POIA
292
Pin Oak Investment Advisors
Texas
$16K – – –
WT
293
Whittier Trust
California
$15K -$8.24K -880 -33%
WTB
294
Washington Trust Bank
Washington
$15K – – –
GSWM
295
Golden State Wealth Management
California
$15K +$16.2K +1,735 New
EWM
296
Endurance Wealth Management
Rhode Island
$13K – – –
THWM
297
Taylor Hoffman Wealth Management
Virginia
$13K – – –
PCA
298
Peddock Capital Advisors
Massachusetts
$13K +$5.01K +535 +54%
HGWM
299
Harvest Group Wealth Management
Massachusetts
$13K +$14.2K +1,520 New
AIA
300
Alera Investment Advisors
Illinois
$11K -$5.71K -610 -31%