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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
651
CAPTRUST Financial Advisors
North Carolina
$130K +$31K +138 +34%
LOIM
652
Liberty One Investment Management
Illinois
$126K +$27.4K +122 +30%
SBL
653
Sargent Bickham Lagudis
Colorado
$124K +$10.3K +46 +10%
SFSIG
654
San Francisco Sentry Investment Group
California
$120K -$449 -2 -0.4%
CAAS
655
Capital Asset Advisory Services
Michigan
$115K +$108K +481 New
NFG
656
Next Financial Group
Texas
$112K -$215K -959 -67%
HWM
657
HighMark Wealth Management
Minnesota
$110K
NR
658
Newfound Research
Massachusetts
$110K +$103K +458 New
IA
659
IFP Advisors
Florida
$107K +$33K +147 +50%
TFO
660
Tarbox Family Office
California
$97K
AF
661
Advisornet Financial
Minnesota
$96K -$6.74K -30 -7%
VFA
662
Valeo Financial Advisors
Indiana
$96K +$34.4K +153 +61%
FRA
663
Front Row Advisors
California
$95K
IAIM
664
International Assets Investment Management
Florida
$87K +$81.3K +362 New
LWA
665
Lenox Wealth Advisors
New York
$85K +$20.7K +92 +35%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$78K +$73.5K +327 New
CAL
667
Capital Analysts LLC
Pennsylvania
$74K
HIA
668
Harbor Investment Advisory
Maryland
$74K +$36K +160 +107%
BDWM
669
Brewin Dolphin Wealth Management
Ireland
$71.9K
SSB
670
Sandy Spring Bank
Maryland
$70K +$20.4K +91 +46%
MCM
671
Manchester Capital Management
Vermont
$70K +$64.9K +289 +9,633%
FHA
672
First Horizon Advisors
Tennessee
$69K +$4.49K +20 +7%
FCH
673
Freestone Capital Holdings
Washington
$68K +$40.7K +181 +176%
GRP
674
Global Retirement Partners
California
$68K +$899 +4 +1%
FP
675
Financial Perspectives
Minnesota
$66.4K