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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
301
Nelson Capital Management
California
– -$1K -41 Closed
CIAS
302
Capital Investment Advisory Services
North Carolina
– -$1K -29 Closed
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
– -$510 -23 -66%
HR
304
Howe & Rusling
New York
– -$1K -23 Closed
CAC
305
Certified Advisory Corp
Florida
– -$1K -22 Closed
VCM
306
Versant Capital Management
Arizona
– -$333 -15 -42%
VFA
307
Valeo Financial Advisors
Indiana
– -$244 -11 -65%
CFGS
308
Concourse Financial Group Securities
Alabama
– -$177 -8 Closed
VNA
309
Valley National Advisers
Pennsylvania
– -$67 -3 -50%
BWM
310
Baystate Wealth Management
Massachusetts
– +$22 +1 New
Lazard Asset Management
311
Lazard Asset Management
New York
– +$22 +1 New
MF
312
Manchester Financial
California
– +$22 +1 New
LPWM
313
Lake Point Wealth Management
Texas
– +$44 +2 New
SMFS
314
Squar Milner Financial Services
California
– +$44 +2 New
TCM
315
Tradewinds Capital Management
Washington
– +$44 +2 +25%
SL
316
Savior LLC
Massachusetts
– +$89 +4 New
Chevy Chase Trust
317
Chevy Chase Trust
Maryland
– +$155 +7 New
DSC
318
Duncker Streett & Co
Missouri
– +$200 +9 New
AA
319
Argent Advisors
Louisiana
– +$222 +10 New
EWM
320
EPG Wealth Management
Georgia
– +$244 +11 New
SIAS
321
Shine Investment Advisory Services
Colorado
– +$244 +11 New
TA
322
TFG Advisers
Michigan
– +$799 +36 New