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Name Holding Trade Value Shares
Change
Change in
Stake
BL
301
Balentine LLC
Georgia
$22K +$4.91K +151 +24%
RPG
302
Risk Paradigm Group
Texas
$21.8K +$1.49K +46 +6%
TDC
303
Thompson Davis & Co
Virginia
$21K -$5.72K -176 -19%
SNT
304
Security National Trust
West Virginia
$21K
ASN
305
Advisory Services Network
Georgia
$21K +$24.7K +760 New
Schroder Investment Management Group
306
Schroder Investment Management Group
United Kingdom
$20K
GWS
307
Glassman Wealth Services
Virginia
$20K +$845 +26 +4%
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$19K -$9.1K -280 -29%
BBHC
309
Brown Brothers Harriman & Co
New York
$18K +$21K +645 New
ZB
310
Zions Bancorporation
Utah
$18K +$21.8K +670 New
FWM
311
Focused Wealth Management
New York
$16K
CAL
312
Capital Analysts LLC
Pennsylvania
$15.5K -$34.8K -1,071 -66%
TWA
313
TCI Wealth Advisors
Arizona
$15K +$2.18K +67 +14%
BWFA
314
Baltimore-Washington Financial Advisors
Maryland
$14K
HR
315
Howe & Rusling
New York
$14K
TFA
316
Transamerica Financial Advisors
Florida
$14K
LOCC
317
Lombard Odier & Cie (Canada)
Quebec, Canada
$13K
FCCM
318
First City Capital Management
Georgia
$12.6K
LWCFA
319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$2.79K +86 +24%
NFG
321
Next Financial Group
Texas
$11K -$5.49K -169 -30%
MBT
322
Monroe Bank & Trust
Michigan
$11K
EWM
323
Endurance Wealth Management
Rhode Island
$10K
IWMPD
324
Integrated Wealth Management (Palm Desert)
California
$10K
TF
325
Tompkins Financial
New York
$10K