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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$6K – – –
CAM
252
Cresset Asset Management
Illinois
$6K – – –
VFA
253
Valeo Financial Advisors
Indiana
$6K +$6.34K +200 New
RCAG
254
Rehmann Capital Advisory Group
Michigan
$5.11K +$2.28K +72 +83%
WAM
255
Wealthspire Advisors (Maryland)
Maryland
$5K +$2.09K +66 +65%
SFSIG
256
San Francisco Sentry Investment Group
California
$4K -$507 -16 -12%
VNA
257
Valley National Advisers
Pennsylvania
$4K – – –
GWM
258
Geneos Wealth Management
Colorado
$3K – – –
ST
259
Smithfield Trust
Pennsylvania
$3K – – –
TWA
260
TCI Wealth Advisors
Arizona
$3K – – –
WCM
261
Whitener Capital Management
North Carolina
$3K – – –
JGIA
262
Jackson Grant Investment Advisers
Connecticut
$3K +$32 +1 +1%
AssetMark Inc
263
AssetMark Inc
California
$3K +$190 +6 +6%
HGWM
264
Harvest Group Wealth Management
Massachusetts
$3K +$2.85K +90 New
QCG
265
Quadrant Capital Group
Ohio
$2K -$95 -3 -2%
FHA
266
Flagship Harbor Advisors
Massachusetts
$2K – – –
ACS
267
Archford Capital Strategies
Illinois
$2K +$2.38K +75 New
AIA
268
Alera Investment Advisors
Illinois
$2K +$2.41K +76 New
AWM
269
Avior Wealth Management
Nebraska
$1K – – –
EARNEST Partners
270
EARNEST Partners
Georgia
$1K – – –
PFO
271
Pathstone Family Office
New Jersey
$1K – – –
PCG
272
Private Capital Group
Connecticut
$1K – – –
PWM
273
PRW Wealth Management
Massachusetts
$1K – – –
CAW
274
Cornerstone Advisors (Washington)
Washington
$1K +$1.08K +34 New
SI
275
Sapience Investments
California
– -$5.71M -206,940 Closed