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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
701
Carroll Financial Associates
North Carolina
$118K -$142K -4,978 -52%
MA
702
MCF Advisors
Kentucky
$118K -$313 -11 -0.2%
SIM
703
Sonora Investment Management
Arizona
$116K +$64.7K +2,275 +106%
PG
704
Patten Group
Tennessee
$115K +$69.6K +2,448 +126%
BWA
705
Burt Wealth Advisors
Maryland
$111K +$6.8K +239 +6%
LNB
706
Ledyard National Bank
$106K -$3.36K -118 -3%
PMFA
707
Plante Moran Financial Advisors
Michigan
$106K +$21.9K +770 +24%
AIM
708
Arcadia Investment Management
Michigan
$103K
S
709
SignatureFD
Georgia
$102K -$277K -9,743 -72%
ASN
710
Advisory Services Network
Georgia
$101K +$14.1K +495 +15%
GI
711
Gradient Investments
Minnesota
$99K +$17.5K +614 +19%
WAM
712
Wealthspire Advisors (Maryland)
Maryland
$99K +$107K +3,779 New
Toronto Dominion Bank
713
Toronto Dominion Bank
Ontario, Canada
$97K
TAM
714
Trust Asset Management
Texas
$96K +$104K +3,644 New
MCA
715
Mercer Capital Advisers
New Jersey
$81K -$25.5K -895 -23%
BC
716
Bartlett & Co
Ohio
$80K -$74.4K -2,614 -46%
SNT
717
Security National Trust
West Virginia
$80K
DBT
718
Dubuque Bank & Trust
Iowa
$78K
FNBSF
719
First National Bank Sioux Falls
South Dakota
$77K
MFW
720
Mosaic Family Wealth
Missouri
$75K +$81.4K +2,861 New
Thrivent Financial for Lutherans
721
Thrivent Financial for Lutherans
Minnesota
$74K +$79.9K +2,810 New
KF
722
Krilogy Financial
Missouri
$73K -$596K -20,948 -88%
QCG
723
Quadrant Capital Group
Ohio
$73K -$5.26K -185 -6%
EWM
724
Endurance Wealth Management
Rhode Island
$73K
VCM
725
Vigilant Capital Management
Maine
$71K