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Name Holding Trade Value Shares
Change
Change in
Stake
FF
476
FourThought Financial
Florida
$29K – – –
PCG
477
Private Capital Group
Connecticut
$28K +$371 +5 +1%
TIM
478
Tortoise Investment Management
New York
$27K – – –
FMP
479
Financial Management Professionals
Texas
$27K +$74 +1 +0.3%
Jones Financial Companies
480
Jones Financial Companies
Missouri
$26K – – –
SSB
481
Sandy Spring Bank
Maryland
$26K – – –
WTA
482
Washington Trust Advisors
Massachusetts
$25K +$23.9K +322 New
TWA
483
TCI Wealth Advisors
Arizona
$24K – – –
ZB
484
Zions Bancorporation
Utah
$23K – – –
GAM
485
Gemmer Asset Management
California
$22K – – –
COCM
486
Charter Oak Capital Management
New Hampshire
$20K – – –
AF
487
Advisornet Financial
Minnesota
$19K – – –
AWM
488
AllSquare Wealth Management
New York
$19K – – –
AP
489
Arlington Partners
Alabama
$19K +$18.2K +245 New
CA
490
CoreCap Advisors
Michigan
$18K +$17.5K +236 New
APA
491
American Portfolios Advisors
New York
$14.6K +$965 +13 +7%
SWA
492
Sutton Wealth Advisors
Florida
$14.3K +$223 +3 +2%
SWA
493
SOA Wealth Advisors
New York
$14K – – –
FAG
494
Fortitude Advisory Group
Washington
$11K +$10.7K +144 New
EARNEST Partners
495
EARNEST Partners
Georgia
$10K – – –
SFM
496
Signet Financial Management
New Jersey
$10K +$9.58K +129 New
RPCONE
497
Retirement Planning Company of New England
Rhode Island
$10K +$10.4K +140 New
AP
498
Atwood & Palmer
Missouri
$9K – – –
FPS
499
Fieldpoint Private Securities
Connecticut
$9K +$1.49K +20 +22%
IA
500
IFP Advisors
Florida
$9K +$1.49K +20 +22%