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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
326
IHT Wealth Management
Illinois
$11K
FCAG
327
First Capital Advisors Group
New Jersey
$11K +$12.6K +922 New
AF
328
Allworth Financial
California
$11K +$12.7K +929 New
MWM
329
MinichMacGregor Wealth Management
New York
$10K -$655 -48 -5%
CAM
330
CenterStar Asset Management
Illinois
$10K
FWM
331
Focused Wealth Management
New York
$10K
APA
332
American Portfolios Advisors
New York
$9.8K -$172K -12,607 -94%
SWP
333
Stratos Wealth Partners
Ohio
$9K -$3.67K -269 -28%
Nomura Holdings
334
Nomura Holdings
Japan
$8.53K +$742K +54,395 +9%
ASN
335
Advisory Services Network
Georgia
$8K -$2.1K -154 -20%
BGIM
336
Brandywine Global Investment Management
Pennsylvania
$8K
HT
337
Heritage Trust
Oklahoma
$8K
TDC
338
Thompson Davis & Co
Virginia
$8K
WT
339
Whittier Trust
California
$8K
PCP
340
Proficio Capital Partners
Massachusetts
$7K +$3K +220 +65%
IIC
341
Integrated Investment Consultants
Michigan
$7K +$7.63K +559 New
FHA
342
First Horizon Advisors
Tennessee
$6K -$486K -35,619 -99%
CBT
343
Capital Bank & Trust
California
$6K
DVM
344
Dreman Value Management
Florida
$6K
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.81K +133 +38%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$5K -$472K -34,561 -99%
GI
347
Gradient Investments
Minnesota
$5K -$1.15K -84 -17%
BWM
348
Baystate Wealth Management
Massachusetts
$5K
GRP
349
Global Retirement Partners
California
$5K
DOA
350
D'Orazio & Associates
Virginia
$5K +$5.43K +398 New