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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
101
Westside Investment Management
California
$25.9K – – –
NIT
102
NumerixS Investment Technologies
British Columbia, Canada
$23K -$176K -5,600 -89%
ZB
103
Zions Bancorporation
Utah
$23K +$22.4K +710 New
LIA
104
LS Investment Advisors
Michigan
$19K – – –
BL
105
Balentine LLC
Georgia
$17K – – –
VFA
106
Valeo Financial Advisors
Indiana
$17K +$16.2K +513 New
IA
107
IFP Advisors
Florida
$14K -$5.67K -180 -29%
CAW
108
Cornerstone Advisors (Washington)
Washington
$14K – – –
WA
109
Winfield Associates
Ohio
$14K – – –
JP Morgan Chase
110
JP Morgan Chase
New York
$12K +$945 +30 +9%
SPIA
111
Steward Partners Investment Advisory
New York
$9K – – –
GWM
112
Geneos Wealth Management
Colorado
$8K – – –
MCIA
113
Mountain Capital Investment Advisors
Colorado
$7K – – –
WA
114
WealthTrust-Arizona
Arizona
$7K – – –
GRP
115
Global Retirement Partners
California
$7K +$6.65K +211 New
ASN
116
Advisory Services Network
Georgia
$6K – – –
HT
117
Heritage Trust
Oklahoma
$6K – – –
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$1.13K +36 +25%
NFG
119
Next Financial Group
Texas
$5K -$1.57K -50 -25%
RFA
120
Reilly Financial Advisors
California
$4K – – –
LNB
121
Ledyard National Bank
$4K +$1.07K +34 +36%
AAP
122
Arax Advisory Partners
Colorado
$4K +$2.02K +64 +80%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.75K +119 New
CHP
124
Cable Hill Partners
Oregon
$3K +$2.49K +79 New
SIAS
125
Shine Investment Advisory Services
Colorado
$3K +$3.12K +99 New