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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
851
Concourse Financial Group Securities
Alabama
$122K +$62.3K +270 +107%
RA
852
Rational Advisors
New York
$120K +$112K +486 +1,869%
IFAM
853
Institutional & Family Asset Management
Colorado
$118K -$192K -832 -62%
WAP
854
Wealthcare Advisory Partners
Pennsylvania
$118K -$18.5K -80 -14%
OIA
855
Optimum Investment Advisors
Illinois
$118K – – –
EFSCE
856
Enterprise Financial Services Corp (EFSC)
Missouri
$116K -$76K -329 -40%
BFC
857
Bedel Financial Consulting
Indiana
$111K – – –
NFG
858
Next Financial Group
Texas
$107K -$10.6K -46 -9%
CFA
859
Carroll Financial Associates
North Carolina
$107K -$8.31K -36 -7%
LPIC
860
LeJeune Puetz Investment Counsel
Michigan
$106K -$5.77K -25 -5%
CF
861
Centaurus Financial
California
$102K – – –
HI
862
Human Investing
Oregon
$102K +$20.6K +89 +26%
AOWM
863
Alpha Omega Wealth Management
Virginia
$101K – – –
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$6.93K +30 +8%
DWA
865
Dougherty Wealth Advisers
Minnesota
$100K – – –
ADL
866
Asset Dedication LLC
California
$99K – – –
SFSIG
867
San Francisco Sentry Investment Group
California
$99K +$6K +26 +7%
RFWA
868
RPg Family Wealth Advisory
Massachusetts
$97.5K -$92.4K -400 -49%
AF
869
Advisornet Financial
Minnesota
$97K -$13.4K -58 -12%
CLOS
870
Compagnie Lombard Odier SCmA
Switzerland
$95K -$435K -1,886 -82%
BWP
871
Baldwin Wealth Partners
Massachusetts
$94K – – –
GWS
872
Glassman Wealth Services
Virginia
$94K +$42.9K +186 +86%
CAC
873
Certified Advisory Corp
Florida
$93K – – –
TSW
874
Thompson Siegel & Walmsley
Virginia
$93K – – –
AIC
875
Archer Investment Corporation
Indiana
$90K – – –