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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$8K +$1.45K +20 +24%
VCM
302
Versant Capital Management
Arizona
$7K -$289 -4 -4%
TAIM
303
TD Ameritrade Investment Management
Nebraska
$6K -$72 -1 -1%
AF
304
Arrow Financial
New York
$6K – – –
SL
305
Savior LLC
Massachusetts
$6K – – –
LWA
306
Lenox Wealth Advisors
New York
$5K -$25K -345 -83%
CHC
307
City Holding Co
West Virginia
$5K – – –
FHA
308
First Horizon Advisors
Tennessee
$5K – – –
CAN
309
Cetera Advisor Networks
California
$5K +$5.13K +71 New
RWM
310
Raffa Wealth Management
District of Columbia
$4.62K +$434 +6 +10%
JWA
311
JFS Wealth Advisors
Pennsylvania
$4K – – –
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$4K – – –
FHA
313
Flagship Harbor Advisors
Massachusetts
$3K – – –
OC
314
Oakworth Capital
Alabama
$3K – – –
GWS
315
Glassman Wealth Services
Virginia
$3K +$2.46K +34 +850%
WLPWM
316
Walled Lake Planning & Wealth Management
Illinois
$3K +$3.11K +43 New
HI
317
Hudock Inc
Pennsylvania
$3K +$3.25K +45 New
TFO
318
Tarbox Family Office
California
$2K -$579 -8 -19%
CAC
319
Certified Advisory Corp
Florida
$2K – – –
EARNEST Partners
320
EARNEST Partners
Georgia
$2K – – –
PWMG
321
Prestige Wealth Management Group
New Jersey
$2K – – –
EWM
322
Elmwood Wealth Management
California
$2K +$2.31K +32 New
TRCT
323
Tower Research Capital (TRC)
New York
$1K +$940 +13 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.45K +20 New
AIM
325
Anchor Investment Management
South Carolina
$884 – – –