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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Focused Wealth Management
New York
$21K
RCAG
227
Rehmann Capital Advisory Group
Michigan
$18K +$18.4K +1,010 New
S
228
SignatureFD
Georgia
$17K +$18.1K +994 New
HCM
229
Highlander Capital Management
New Jersey
$15K
LF
230
Lee Financial
Texas
$15K
VNA
231
Valley National Advisers
Pennsylvania
$15K
SP
232
SWS Partners
Ohio
$11K
PCP
233
Proficio Capital Partners
Massachusetts
$11K +$7.37K +404 +166%
AF
234
Advisornet Financial
Minnesota
$10K
WF
235
WealthTrust Fairport
Ohio
$10K +$10.2K +558 New
Bessemer Group
236
Bessemer Group
New Jersey
$7K
SWMG
237
Signature Wealth Management Group
Georgia
$7K
AssetMark Inc
238
AssetMark Inc
California
$5K -$30.8K -1,686 -84%
LIA
239
LS Investment Advisors
Michigan
$5K
FGC
240
Financial Gravity Companies
Texas
$5K +$1.9K +104 +62%
VanEck Associates
241
VanEck Associates
New York
$5K +$4.89K +268 New
FGAM
242
Financial Gravity Asset Management
Texas
$5K +$4.96K +272 New
CHC
243
City Holding Co
West Virginia
$4K
GI
244
Gradient Investments
Minnesota
$3K
HI
245
Hudock Inc
Pennsylvania
$3K +$37 +2 +1%
MFW
246
Mosaic Family Wealth
Missouri
$2K
ASN
247
Advisory Services Network
Georgia
$1K -$14.3K -782 -91%
CAC
248
Certified Advisory Corp
Florida
$1K
EARNEST Partners
249
EARNEST Partners
Georgia
$1K
ClearBridge Investments
250
ClearBridge Investments
New York
$1K +$292 +16 New