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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
301
Heritage Wealth Advisors
Virginia
$16K +$15.5K +325 New
PA
302
Parallel Advisors
California
$15K
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$15K +$2.2K +46 +18%
BCA
304
Berman Capital Advisors
Georgia
$14K
AIG
305
American International Group
New York
$13.5K -$1.04M -21,813 -7%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$13K -$208K -4,354 -94%
AFS
307
Annapolis Financial Services
Maryland
$13K +$12.7K +266 New
GAM
308
Gemmer Asset Management
California
$12K
GRP
309
Global Retirement Partners
California
$12K +$2.72K +57 +31%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.68K +98 +79%
ASN
311
Advisory Services Network
Georgia
$10K -$27.7K -580 -74%
VCG
312
Vantage Consulting Group
Virginia
$8K +$7.65K +160 New
SIAG
313
Safeguard Investment Advisory Group
California
$8K +$7.93K +166 New
MAM
314
Meeder Asset Management
Ohio
$7K -$1.77K -37 -21%
EWM
315
Endurance Wealth Management
Rhode Island
$7K
Bessemer Group
316
Bessemer Group
New Jersey
$6K +$5.59K +117 New
FWM
317
Focused Wealth Management
New York
$5K
ZB
318
Zions Bancorporation
Utah
$5K
APWA
319
Atlas Private Wealth Advisors
New Jersey
$4K
EARNEST Partners
320
EARNEST Partners
Georgia
$4K
TWA
321
TCI Wealth Advisors
Arizona
$4K
WEC
322
Winslow Evans & Crocker
Massachusetts
$4K
PWMG
323
Prestige Wealth Management Group
New Jersey
$4K +$335 +7 +9%
CFA
324
Carroll Financial Associates
North Carolina
$3K
VNA
325
Valley National Advisers
Pennsylvania
$3K