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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$39K -$150K -6,548 -78%
AAM
202
Advisors Asset Management
Colorado
$39K -$26.4K -1,152 -38%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$36K
SWA
204
Sutton Wealth Advisors
Florida
$35K
JWA
205
JFS Wealth Advisors
Pennsylvania
$26K -$13.1K -570 -31%
CAL
206
Capital Analysts LLC
Pennsylvania
$21K
CLOS
207
Compagnie Lombard Odier SCmA
Switzerland
$20K +$22.2K +970 New
IA
208
IFP Advisors
Florida
$19K
CFD
209
Creative Financial Designs
Indiana
$18K
SMG
210
Spectrum Management Group
Indiana
$18K
NFG
211
Next Financial Group
Texas
$17K
FPS
212
Fieldpoint Private Securities
Connecticut
$12K -$2.52K -110 -15%
HI
213
Harbour Investments
Wisconsin
$12K
CMA
214
Cedar Mountain Advisors
Oregon
$11K
ST
215
Sageworth Trust
Pennsylvania
$11K +$11.9K +520 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$9K +$711 +31 +8%
IA
217
IndexIQ Advisors
New York
$9K +$9.93K +433 New
PA
218
Parallel Advisors
California
$6K
QCG
219
Quadrant Capital Group
Ohio
$5K
AF
220
Advisornet Financial
Minnesota
$4K
GWM
221
Geneos Wealth Management
Colorado
$4K
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$4K
PK
223
Pflug Koory
Nebraska
$4K
SPIA
224
Steward Partners Investment Advisory
New York
$4K
TFO
225
Tarbox Family Office
California
$4K