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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$4K +$4.16K +130 New
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$3K -$959 -30 -23%
AssetMark Inc
228
AssetMark Inc
California
$3K -$352 -11 -10%
CFD
229
Creative Financial Designs
Indiana
$3K
VNA
230
Valley National Advisers
Pennsylvania
$3K
RCAG
231
Rehmann Capital Advisory Group
Michigan
$2.4K
PCP
232
Proficio Capital Partners
Massachusetts
$2K -$2.3K -72 -46%
FHA
233
Flagship Harbor Advisors
Massachusetts
$2K
GWM
234
Geneos Wealth Management
Colorado
$2K
JGIA
235
Jackson Grant Investment Advisers
Connecticut
$2K
ST
236
Smithfield Trust
Pennsylvania
$2K
TWA
237
TCI Wealth Advisors
Arizona
$2K
WCM
238
Whitener Capital Management
North Carolina
$2K
QCG
239
Quadrant Capital Group
Ohio
$2K +$1.92K +60 +88%
WAM
240
Wakefield Asset Management
Colorado
$1K -$178K -5,556 -99%
AWM
241
Avior Wealth Management
Nebraska
$1K
EARNEST Partners
242
EARNEST Partners
Georgia
$1K
SIS
243
Sound Income Strategies
Florida
$1K
CA
244
Claro Advisors
Massachusetts
$1K +$544 +17 New
FTI
245
Fiduciary Trust International
Massachusetts
$1K +$640 +20 New
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$1K +$863 +27 New
FGC
247
Financial Gravity Companies
Texas
$1K +$1.15K +36 New
PWM
248
PRW Wealth Management
Massachusetts
$1K +$1.25K +39 New
PCG
249
Private Capital Group
Connecticut
$1K +$1.44K +45 New
GT
250
Glenmede Trust
Pennsylvania
$321 +$12K +375 +3%