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CBRL

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
301
Adirondack Trust Company
New York
$18K – – –
OIA
302
Optimum Investment Advisors
Illinois
$17K -$26.2K -175 -61%
SBL
303
Sargent Bickham Lagudis
Colorado
$17K +$150 +1 +0.9%
BA
304
Ballew Advisors
Mississippi
$16K – – –
AWMS
305
Advocacy Wealth Management Services
Georgia
$15K – – –
CTC
306
Central Trust Company
Missouri
$15K – – –
EWM
307
Edge Wealth Management
New York
$15K – – –
HWM
308
Holloway Wealth Management
Florida
$15K – – –
SFSIG
309
San Francisco Sentry Investment Group
California
$15K – – –
SMFS
310
Squar Milner Financial Services
California
$15K – – –
AA
311
Ancora Advisors
Ohio
$15K +$15K +100 New
NFG
312
Next Financial Group
Texas
$15K +$15K +100 New
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$14K -$449 -3 -3%
SFA
314
Spectrum Financial Alliance
Kentucky
$14K – – –
MYIA
315
Mount Yale Investment Advisors
Colorado
$13K -$586K -3,912 -98%
PA
316
Parallel Advisors
California
$13K -$13.2K -88 -50%
VCM
317
Versant Capital Management
Arizona
$11K -$6.59K -44 -35%
PAM
318
Panagora Asset Management
Massachusetts
$10K – – –
VFA
319
Valeo Financial Advisors
Indiana
$10K – – –
LA
320
Legacy Advisors
Pennsylvania
$9K – – –
FGAM
321
Financial Gravity Asset Management
Texas
$9K +$599 +4 +8%
GRP
322
Global Retirement Partners
California
$8K -$5.99K -40 -42%
BCM
323
Brasada Capital Management
Texas
$7K – – –
JA
324
JOYN Advisors
Georgia
$7K +$1.2K +8 +22%
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$18K -120 -77%
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13
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