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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$9K – – –
GAM
227
Gemmer Asset Management
California
$9K – – –
PCG
228
Private Capital Group
Connecticut
$9K +$2.96K +70 +47%
OIA
229
Optimum Investment Advisors
Illinois
$8K – – –
CT
230
Caldwell Trust
Florida
$7.63K – – –
EWM
231
Endurance Wealth Management
Rhode Island
$7K -$42 -1 -0.6%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$7K +$2.54K +60 +50%
BCA
233
Berman Capital Advisors
Georgia
$6K – – –
ED
234
Exane Derivatives
France
$5.72K – – –
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
QCG
236
Quadrant Capital Group
Ohio
$5K – – –
SSB
237
Sandy Spring Bank
Maryland
$5K – – –
AW
238
Avion Wealth
Texas
$5K +$5.12K +121 New
CA
239
Centerpoint Advisors
Massachusetts
$4K – – –
PFBT
240
Parkside Financial Bank & Trust
Missouri
$4K – – –
TWA
241
TCI Wealth Advisors
Arizona
$4K +$803 +19 +24%
PA
242
Parallel Advisors
California
$3K -$17.5K -414 -83%
CFA
243
Carroll Financial Associates
North Carolina
$3K – – –
TFO
244
Tarbox Family Office
California
$3K – – –
BFC
245
Bedel Financial Consulting
Indiana
$3K +$2.79K +66 New
HFA
246
HC Financial Advisors
California
$3K +$2.79K +66 New
BAM
247
Bellevue Asset Management
Washington
$3K +$3.17K +75 New
CAN
248
Claraphi Advisory Network
United States
$3K +$3.34K +79 New
CQS
249
Credential Qtrade Securities
$2.62K – – –
AF
250
Advisornet Financial
Minnesota
$2K – – –