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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
VFM
476
Vivid Financial Management
California
$572K -$57.4K -655 -9%
FHC
477
First Heartland Consultants
Missouri
$563K -$144K -1,647 -21%
TFS
478
Thoroughbred Financial Services
Tennessee
$561K -$116K -1,321 -18%
SF
479
Synovus Financial
Georgia
$560K -$40.9K -467 -7%
YCM
480
Yousif Capital Management
Michigan
$560K +$536K +6,116 New
LFAS
481
Level Four Advisory Services
Texas
$554K +$529K +6,043 New
SWM
482
SeaCrest Wealth Management
New York
$540K +$67.9K +775 +15%
CB
483
CNB Bank
Pennsylvania
$539K -$17.3K -198 -3%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$535K +$511K +5,834 New
CPP
485
Capasso Planning Partners
South Carolina
$533K +$510K +5,820 New
TRCT
486
Tower Research Capital (TRC)
New York
$531K -$88.7K -1,013 -15%
OIA
487
OneDigital Investment Advisors
Kansas
$531K +$236K +2,698 +87%
ACI
488
Alpha Cubed Investments
California
$524K +$34.7K +396 +7%
GCA
489
Genesee Capital Advisors
New York
$520K +$109K +1,245 +28%
LCM
490
LCM Capital Management
Illinois
$519K – – –
BCA
491
Bay Colony Advisors
Massachusetts
$519K +$44.5K +508 +10%
VHAM
492
Van Hulzen Asset Management
California
$518K -$35K -400 -7%
CBA
493
Coastal Bridge Advisors
Connecticut
$515K +$26.3K +300 +10%
PA
494
Parallel Advisors
California
$508K +$53.4K +610 +12%
PCA
495
Personal Capital Advisors
California
$505K +$101K +1,150 +24%
LIM
496
Loudon Investment Management
New Hampshire
$504K – – –
CG
497
Caprock Group
Idaho
$502K -$4.82K -55 -1%
FBB
498
Fulton Breakefield Broenniman
Maryland
$500K -$27.2K -310 -5%
CHA
499
Carmichael Hill & Associates
Maryland
$499K – – –
CRWM
500
Castle Rock Wealth Management
California
$497K -$528K -6,033 -42%