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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Focused Wealth Management
New York
$18K
PA
252
Parallel Advisors
California
$18K +$18K +1,500 +4,412%
POIA
253
Pin Oak Investment Advisors
Texas
$17K
OWD
254
Osborn Williams & Donohoe
Ohio
$17K +$16.8K +1,400 New
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$14K +$14.4K +1,200 New
CLOS
256
Compagnie Lombard Odier SCmA
Switzerland
$12K +$12K +1,000 New
FHB
257
First Hawaiian Bank
Hawaii
$11K
GAM
258
Gemmer Asset Management
California
$11K +$9.61K +800 +519%
Fidelity International
259
Fidelity International
Bermuda
$11K +$10.8K +900 New
S
260
SignatureFD
Georgia
$10K
AIC
261
Archer Investment Corporation
Indiana
$10K +$10.1K +841 New
IA
262
IFP Advisors
Florida
$9K -$30.1K -2,508 -76%
NFG
263
Next Financial Group
Texas
$8K -$156 -13 -2%
NFH
264
NEXT Financial Holdings
Texas
$8K +$8.41K +700 New
CBOA
265
Commonwealth Bank of Australia
Australia
$7K -$366K -30,457 -98%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$6K -$56.5K -4,705 -90%
BL
267
Balentine LLC
Georgia
$6K
PCP
268
Proficio Capital Partners
Massachusetts
$6K
VFA
269
Valeo Financial Advisors
Indiana
$6K +$228 +19 +4%
SWM
270
SeaCrest Wealth Management
New York
$6K +$6.01K +500 New
TFS
271
TrustCore Financial Services
Tennessee
$5K
ZB
272
Zions Bancorporation
Utah
$5K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$4K -$3.47M -289,041 -100%
ASN
274
Advisory Services Network
Georgia
$4K
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$4K