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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Catamount Wealth Management
Connecticut
$24K – – –
MWM
677
MinichMacGregor Wealth Management
New York
$23K – – –
QCG
678
Quadrant Capital Group
Ohio
$23K +$1.72K +13 +6%
ZB
679
Zions Bancorporation
Utah
$20K -$1.58K -12 -7%
PFS
680
Physicians Financial Services
North Carolina
$19K – – –
HR
681
Howe & Rusling
New York
$17K -$1.32K -10 -7%
CFA
682
Carroll Financial Associates
North Carolina
$16K – – –
VCM
683
Versant Capital Management
Arizona
$15K – – –
FAM
684
Fred Alger Management
New York
$14K -$13.7K -104 -48%
ASN
685
Advisory Services Network
Georgia
$14K – – –
MFW
686
Mosaic Family Wealth
Missouri
$14K +$3.43K +26 +33%
TFO
687
Tarbox Family Office
California
$13K -$396 -3 -3%
ST
688
Smithfield Trust
Pennsylvania
$12K – – –
EFSCE
689
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
PCM
690
Penserra Capital Management
California
$8K +$2.9K +22 +50%
CAW
691
Cornerstone Advisors (Washington)
Washington
$7K -$6.34K -48 -45%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$7K -$1.45K -11 -17%
PCP
693
Proficio Capital Partners
Massachusetts
$7K – – –
RFA
694
Reilly Financial Advisors
California
$7K +$7.13K +54 New
MCM
695
MV Capital Management
Maryland
$6K – – –
GAM
696
Gemmer Asset Management
California
$5K -$17.2K -130 -76%
AIM
697
Advantage Investment Management
Iowa
$5K -$13.2K -100 -72%
QAM
698
QCI Asset Management
New York
$5K -$2.51K -19 -33%
WA
699
WFG Advisors
Texas
$5K – – –
WA
700
WealthTrust-Arizona
Arizona
$4K – – –