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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1051
CKW Financial Group
Hawaii
$166K – – –
AF
1052
Advisornet Financial
Minnesota
$164K -$11.4K -51 -7%
SWA
1053
SOA Wealth Advisors
New York
$162K -$4.46K -20 -3%
VNA
1054
Valley National Advisers
Pennsylvania
$162K +$3.57K +16 +2%
PCIA
1055
Prime Capital Investment Advisors
Kansas
$162K +$149K +670 New
SQA
1056
Simon Quick Advisors
New Jersey
$160K +$223 +1 +0.2%
CFA
1057
Carroll Financial Associates
North Carolina
$159K +$3.57K +16 +2%
MWM
1058
Mascoma Wealth Management
New Hampshire
$157K +$145K +651 New
RMC
1059
Resources Management Corp
Connecticut
$156K -$8.92K -40 -6%
AA
1060
AlphaCentric Advisors
Puerto Rico
$156K -$4.9K -22 -3%
FMP
1061
Financial Management Professionals
Texas
$155K – – –
GWS
1062
Glassman Wealth Services
Virginia
$154K +$5.79K +26 +4%
ADL
1063
Asset Dedication LLC
California
$149K -$12.3K -55 -8%
EP
1064
Eudaimonia Partners
Tennessee
$147K +$13.4K +60 +11%
SNT
1065
Security National Trust
West Virginia
$142K – – –
JCM
1066
Jacobi Capital Management
Pennsylvania
$139K +$6.24K +28 +5%
FCMT
1067
Founders Capital Management (Texas)
Texas
$138K – – –
EWM
1068
Endurance Wealth Management
Rhode Island
$136K – – –
FHA
1069
First Horizon Advisors
Tennessee
$135K +$3.57K +16 +3%
CBT
1070
Central Bank & Trust
Kentucky
$133K +$42.1K +189 +53%
ZB
1071
Zions Bancorporation
Utah
$133K +$61.7K +277 +101%
ECM
1072
Estabrook Capital Management
New York
$132K – – –
TFO
1073
Tarbox Family Office
California
$132K – – –
CAM
1074
ClariVest Asset Management
California
$131K -$156K -700 -56%
NFG
1075
Next Financial Group
Texas
$131K -$2.67K -12 -2%