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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
301
Dougherty Wealth Advisers
Minnesota
$23K +$22.7K +232 New
VCM
302
Versant Capital Management
Arizona
$21K
LC
303
Lindbrook Capital
California
$21K +$22.5K +230 New
CC
304
Claybrook Capital
Massachusetts
$20K +$21.1K +216 New
WDL
305
Well Done LLC
Michigan
$20K +$21.1K +216 New
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$19K
IBOK
307
Independence Bank of Kentucky
Kentucky
$17K
PAM
308
Panagora Asset Management
Massachusetts
$14K -$189K -1,939 -93%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
TSW
310
Thompson Siegel & Walmsley
Virginia
$14K
NFG
311
Next Financial Group
Texas
$14K +$14.6K +150 New
LFA
312
Legacy Financial Advisors
Kentucky
$13K +$13.8K +141 New
CTC
313
Central Trust Company
Missouri
$12K
GAM
314
Gemmer Asset Management
California
$12K
ST
315
Smithfield Trust
Pennsylvania
$12K
SWM
316
SeaCrest Wealth Management
New York
$11K
TRCT
317
Tower Research Capital (TRC)
New York
$10K -$423K -4,336 -98%
QCG
318
Quadrant Capital Group
Ohio
$10K -$8.69K -89 -42%
AF
319
Allworth Financial
California
$9K
TF
320
Tompkins Financial
New York
$9K
FL
321
Fort LP
Maryland
$9K +$9.18K +94 New
EWM
322
Executive Wealth Management
Michigan
$9K +$9.77K +100 New
ASN
323
Advisory Services Network
Georgia
$6K +$6.05K +62 New
AWM
324
Aevitas Wealth Management
Massachusetts
$5K
PWMG
325
Prestige Wealth Management Group
New Jersey
$5K +$4.79K +49 New