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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
651
Institutional & Family Asset Management
Colorado
$15K +$209 +4 +2%
CA
652
Centerpoint Advisors
Massachusetts
$15K +$13.8K +264 New
RWA
653
Ropes Wealth Advisors
Massachusetts
$14K – – –
POIA
654
Pin Oak Investment Advisors
Texas
$14K +$52 +1 +0.4%
PCP
655
Proficio Capital Partners
Massachusetts
$14K +$576 +11 +5%
AIS
656
Accurate Investment Solutions
Pennsylvania
$13K +$10.5K +200 +909%
CPIG
657
Chicago Partners Investment Group
Illinois
$12K – – –
MCM
658
Manchester Capital Management
Vermont
$12K – – –
EWM
659
Edge Wealth Management
New York
$11K -$612K -11,700 -98%
CB
660
Community Bank
New York
$11K -$18.4K -352 -64%
MFBTD
661
MB Financial Bank - Trust Department
Illinois
$11K – – –
TFO
662
Tarbox Family Office
California
$11K +$785 +15 +8%
FGAM
663
Financial Gravity Asset Management
Texas
$11K +$5.44K +104 +114%
BL
664
Balentine LLC
Georgia
$11K +$9.94K +190 New
RE
665
RBC Europe
United Kingdom
$10.6K +$9.73K +186 New
EARNEST Partners
666
EARNEST Partners
Georgia
$10K – – –
BFC
667
Bedel Financial Consulting
Indiana
$9K – – –
CHP
668
Cable Hill Partners
Oregon
$9K – – –
LC
669
Landaas & Company
Wisconsin
$9K +$8.22K +157 New
CIA
670
CSat Investment Advisory
Michigan
$9K +$8.43K +161 New
IUHSA
671
Itau Unibanco Holding S.A.
Brazil
$9K +$8.43K +161 New
DOA
672
D'Orazio & Associates
Virginia
$8K -$9.11K -174 Closed
LFA
673
Legacy Financial Advisors
Kentucky
$8K – – –
PGWM
674
Parisi Gray Wealth Management
New Jersey
$8K – – –
WAS
675
Winch Advisory Services
Wisconsin
$8K – – –