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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
851
Next Financial Group
Texas
$26K +$27.7K +133 New
DBT
852
Dubuque Bank & Trust
Iowa
$25K – – –
EFSCE
853
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$2.08K +10 +9%
SPL
854
Smart Portfolios LLC
Washington
$22K +$22.9K +110 New
TFO
855
Tarbox Family Office
California
$21K +$624 +3 +3%
GRP
856
Global Retirement Partners
California
$21K +$6.66K +32 +43%
CIM
857
Contravisory Investment Management
Massachusetts
$21K +$22.7K +109 New
HDIM
858
Hanson & Doremus Investment Management
Vermont
$20K – – –
WAS
859
WESPAC Advisors SoCal
California
$20K – – –
PRC
860
Pearl River Capital
Michigan
$20K +$20.8K +100 New
BWA
861
Burt Wealth Advisors
Maryland
$19K – – –
AIA
862
Alera Investment Advisors
Illinois
$19K +$20.4K +98 New
SBL
863
Sargent Bickham Lagudis
Colorado
$17K – – –
WF
864
WealthTrust Fairport
Ohio
$17K – – –
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K +$16.6K +80 New
MPWT
866
MassMutual Private Wealth & Trust
Connecticut
$15.9K +$16.9K +81 New
SMFS
867
Squar Milner Financial Services
California
$15K – – –
PAI
868
Pittenger & Anderson Inc
Nebraska
$15K +$5.2K +25 +50%
HI
869
Human Investing
Oregon
$15K +$15.8K +76 New
AF
870
Allworth Financial
California
$13K – – –
CHP
871
Cable Hill Partners
Oregon
$13K +$5.2K +25 +64%
CFD
872
Creative Financial Designs
Indiana
$11K -$3.33K -16 -22%
ACS
873
Archford Capital Strategies
Illinois
$11K – – –
TSW
874
Thompson Siegel & Walmsley
Virginia
$11K – – –
CI
875
CX Institutional
Indiana
$11K +$2.29K +11 +25%