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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$57K +$64.5K +2,800 New
GT
202
Glenmede Trust
Pennsylvania
$54K +$61.1K +2,650 New
FANJ
203
Financial Architects (New Jersey)
New Jersey
$52K +$30K +1,300 +104%
EDRH
204
Edmond de Rothschild Holding
Switzerland
$47K – – –
MWNA
205
Marshall Wace North America
New York
$45K -$5.07M -220,072 -99%
ASN
206
Advisory Services Network
Georgia
$42K +$34.6K +1,500 +273%
PW
207
Price Wealth
Texas
$41K – – –
CBT
208
Capital Bank & Trust
California
$37K – – –
IA
209
IFP Advisors
Florida
$36K +$9.22K +400 +30%
CFGS
210
Concourse Financial Group Securities
Alabama
$35K – – –
PRC
211
Pearl River Capital
Michigan
$35K +$39.2K +1,700 New
TFS
212
TrustCore Financial Services
Tennessee
$33K -$69.1K -3,000 -65%
QT
213
Quantamental Technologies
New York
$33K +$36.9K +1,600 New
FHA
214
First Horizon Advisors
Tennessee
$30K – – –
VCM
215
Versant Capital Management
Arizona
$30K – – –
CA
216
Claro Advisors
Massachusetts
$27K +$23K +1,000 New
GWM
217
Geneos Wealth Management
Colorado
$25K -$21.2K -920 -43%
CI
218
CAZ Investments
Texas
$25K – – –
PCM
219
Prelude Capital Management
New York
$25K +$27.7K +1,200 New
FHA
220
Flagship Harbor Advisors
Massachusetts
$23K -$25.3K -1,096 -48%
WEC
221
Winslow Evans & Crocker
Massachusetts
$22K – – –
NA
222
Neuburgh Advisers
California
$22K +$25.1K +1,088 New
VFA
223
Valeo Financial Advisors
Indiana
$20K – – –
KTC
224
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
FCM
225
Flinton Capital Management
Pennsylvania
$18K +$20.6K +896 New