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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
101
Zions Bancorporation
Utah
$23K +$22.4K +710 New
LIA
102
LS Investment Advisors
Michigan
$19K
BL
103
Balentine LLC
Georgia
$17K
VFA
104
Valeo Financial Advisors
Indiana
$17K +$16.2K +513 New
IA
105
IFP Advisors
Florida
$14K -$5.67K -180 -29%
CAW
106
Cornerstone Advisors (Washington)
Washington
$14K
WA
107
Winfield Associates
Ohio
$14K
JP Morgan Chase
108
JP Morgan Chase
New York
$12K +$945 +30 +9%
SPIA
109
Steward Partners Investment Advisory
New York
$9K
GWM
110
Geneos Wealth Management
Colorado
$8K
MCIA
111
Mountain Capital Investment Advisors
Colorado
$7K
WA
112
WealthTrust-Arizona
Arizona
$7K
GRP
113
Global Retirement Partners
California
$7K +$6.65K +211 New
ASN
114
Advisory Services Network
Georgia
$6K
HT
115
Heritage Trust
Oklahoma
$6K
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$1.13K +36 +25%
NFG
117
Next Financial Group
Texas
$5K -$1.57K -50 -25%
RFA
118
Reilly Financial Advisors
California
$4K
LNB
119
Ledyard National Bank
$4K +$1.07K +34 +36%
AAP
120
Arax Advisory Partners
Colorado
$4K +$2.02K +64 +80%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.75K +119 New
CHP
122
Cable Hill Partners
Oregon
$3K +$2.49K +79 New
SIAS
123
Shine Investment Advisory Services
Colorado
$3K +$3.12K +99 New
LWA
124
Lenox Wealth Advisors
New York
$2K +$2.02K +64 New
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$1.26K