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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
301
Sargent Bickham Lagudis
Colorado
$17K +$160 +1 +0.9%
AWMS
302
Advocacy Wealth Management Services
Georgia
$16K
CFS
303
Commonwealth Financial Services
West Virginia
$16K
HWM
304
Holloway Wealth Management
Florida
$16K
WCBA
305
Weaver C. Barksdale & Associates
Tennessee
$16K
TCOV
306
Trust Company of Vermont
Vermont
$16K +$16K +100 New
GT
307
Glenmede Trust
Pennsylvania
$15K -$36K -225 -69%
NFG
308
Next Financial Group
Texas
$14K -$14.4K -90 -50%
M
309
MOTCO
Texas
$13K -$3.04K -19 -19%
WAM
310
Wealthspire Advisors (Maryland)
Maryland
$13K
ZB
311
Zions Bancorporation
Utah
$13K
BFEC
312
Benjamin F. Edwards & Company
Missouri
$12K +$320 +2 +3%
PAM
313
Panagora Asset Management
Massachusetts
$10K
MWM
314
MinichMacGregor Wealth Management
New York
$9K
DAM
315
Delta Asset Management
Tennessee
$9K +$2.72K +17 +43%
EFSCE
316
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$8K
GI
318
Gradient Investments
Minnesota
$5K
BBHC
319
Brown Brothers Harriman & Co
New York
$4K
AOWM
320
Alpha Omega Wealth Management
Virginia
$3K
GAM
321
Gemmer Asset Management
California
$3K
AC
322
Alexandria Capital
Virginia
$2K
TSW
323
Thompson Siegel & Walmsley
Virginia
$2K +$1.6K +10 New
FFW
324
Fusion Family Wealth
New York
$2K +$1.92K +12 New
QCG
325
Quadrant Capital Group
Ohio
$2K +$2.08K +13 New