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Name Holding Trade Value Shares
Change
Change in
Stake
CJA
701
C-J Advisory
California
$43K -$5.01K -34 -10%
PCP
702
Proficio Capital Partners
Massachusetts
$42K +$30.4K +206 +389%
KF
703
Krilogy Financial
Missouri
$41K – – –
CHP
704
Cable Hill Partners
Oregon
$38K -$3.1K -21 -8%
IWM
705
IHT Wealth Management
Illinois
$38K – – –
JWA
706
JFS Wealth Advisors
Pennsylvania
$38K – – –
NFG
707
Next Financial Group
Texas
$37K -$158K -1,071 -82%
SSB
708
Sandy Spring Bank
Maryland
$37K -$7.37K -50 -17%
DSI
709
Daiwa SB Investments
Japan
$35K -$5.89K -40 -14%
RFWA
710
RPg Family Wealth Advisory
Massachusetts
$34.7K – – –
IUHSA
711
Itau Unibanco Holding S.A.
Brazil
$34K +$33.7K +229 New
SBL
712
Sargent Bickham Lagudis
Colorado
$32K – – –
WPA
713
West Paces Advisors
Georgia
$31.5K – – –
CCM
714
Cribstone Capital Management
Maine
$30K – – –
AIM
715
Anchor Investment Management
South Carolina
$29.3K – – –
IR
716
Invictus RG
Bermuda
$29K +$29.6K +201 New
SF
717
Synovus Financial
Georgia
$28K +$1.62K +11 +6%
MWM
718
MinichMacGregor Wealth Management
New York
$27K – – –
GBT
719
Grove Bank & Trust
Florida
$25K – – –
WOC
720
West Oak Capital
California
$24K +$24.2K +164 New
QCG
721
Quadrant Capital Group
Ohio
$24K -$6.63K -45 -18%
HR
722
Howe & Rusling
New York
$22K +$14.9K +101 +220%
VCM
723
Versant Capital Management
Arizona
$20K – – –
BTIS
724
BB&T Investment Services
North Carolina
$20K +$5.75K +39 +42%
TFO
725
Tarbox Family Office
California
$19K – – –