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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
301
Private Capital Group
Connecticut
$10K – – –
VFA
302
Valeo Financial Advisors
Indiana
$10K – – –
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$9K -$83.7K -7,992 -89%
CHP
304
Cable Hill Partners
Oregon
$9K -$3.61K -345 -28%
ZB
305
Zions Bancorporation
Utah
$9K – – –
HT
306
Heritage Trust
Oklahoma
$7K – – –
TDC
307
Thompson Davis & Co
Virginia
$7K – – –
BBHC
308
Brown Brothers Harriman & Co
New York
$7K +$7.04K +673 New
CFGS
309
Concourse Financial Group Securities
Alabama
$7K +$7.21K +689 New
SWP
310
Stratos Wealth Partners
Ohio
$7K +$7.42K +709 New
WT
311
Whittier Trust
California
$6K – – –
AssetMark Inc
312
AssetMark Inc
California
$4K -$4.98K -476 -55%
FWM
313
Focused Wealth Management
New York
$4K -$4.25K -406 -50%
DOA
314
D'Orazio & Associates
Virginia
$4K – – –
CWA
315
Clarus Wealth Advisors
Arizona
$4K +$743 +71 +23%
TAIM
316
TD Ameritrade Investment Management
Nebraska
$4K +$3.13K +299 +194%
APP
317
Avantax Planning Partners
Iowa
$4K +$4.58K +438 New
QCG
318
Quadrant Capital Group
Ohio
$3K -$3.4K -325 -42%
ACS
319
Archford Capital Strategies
Illinois
$3K – – –
NWM
320
Northwest Wealth Management
Iowa
$3K – – –
PGWM
321
Parisi Gray Wealth Management
New Jersey
$3K – – –
TFS
322
TrustCore Financial Services
Tennessee
$3K – – –
LWA
323
Lenox Wealth Advisors
New York
$2K -$11.2K -1,071 -85%
AIP
324
Ameritas Investment Partners
Nebraska
$2K – – –
WSTAM
325
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$2.12K +202 New