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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Next Financial Group
Texas
$17K – – –
SFWA
502
Summit Financial Wealth Advisors
Louisiana
$17K – – –
CG
503
Colony Group
Massachusetts
$17K +$5.94K +80 +48%
WA
504
Waverly Advisors
Alabama
$17K +$18.6K +250 New
GWM
505
Gupta Wealth Management
California
$16K +$17.1K +230 New
BFEC
506
Benjamin F. Edwards & Company
Missouri
$14K -$1.48K -20 -9%
TCOV
507
Trust Company of Vermont
Vermont
$14K – – –
MCM
508
MV Capital Management
Maryland
$14K +$14.8K +200 New
MA
509
MCF Advisors
Kentucky
$12K +$12.6K +170 New
MA
510
MUFG Americas
New York
$11K – – –
NC
511
NewSquare Capital
Pennsylvania
$11K – – –
AssetMark Inc
512
AssetMark Inc
California
$11K +$11.5K +155 New
CFA
513
Carroll Financial Associates
North Carolina
$10K +$11.1K +150 New
LNB
514
Ledyard National Bank
$9K +$9.72K +131 New
EWM
515
Evercore Wealth Management
New York
$8K +$8.76K +118 New
QCG
516
Quadrant Capital Group
Ohio
$8K +$9.57K +129 New
CF
517
CenterStar Fund
Illinois
$7K – – –
QAM
518
QCI Asset Management
New York
$6K – – –
AC
519
Alexandria Capital
Virginia
$5K – – –
RA
520
Rational Advisors
New York
$5K – – –
BCM
521
Brookstone Capital Management
Illinois
$5K +$4.82K +65 New
ACS
522
Archford Capital Strategies
Illinois
$4K – – –
OC
523
Oakworth Capital
Alabama
$4K – – –
TFO
524
Tarbox Family Office
California
$4K – – –
AWS
525
Aris Wealth Services
Pennsylvania
$3K – – –