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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
351
TCI Wealth Advisors
Arizona
$10K +$1.41K +15 +15%
WEC
352
Winslow Evans & Crocker
Massachusetts
$9.82K – – –
NFG
353
Next Financial Group
Texas
$9K +$9.38K +100 New
ASN
354
Advisory Services Network
Georgia
$7K – – –
AssetMark Inc
355
AssetMark Inc
California
$7K +$657 +7 +10%
M
356
MOTCO
Texas
$7K +$6.94K +74 New
WA
357
WealthTrust-Arizona
Arizona
$6K – – –
LAM
358
Lebenthal Asset Management
New York
$6K +$6.1K +65 New
MWP
359
MYCIO Wealth Partners
Pennsylvania
$6K +$6.57K +70 New
GWM
360
Geneos Wealth Management
Colorado
$5K – – –
QCG
361
Quadrant Capital Group
Ohio
$5K – – –
ZB
362
Zions Bancorporation
Utah
$5K +$3.19K +34 +162%
S
363
SignatureFD
Georgia
$4K -$1.97K -21 -30%
CHP
364
Cable Hill Partners
Oregon
$4K +$4.22K +45 New
JFA
365
JNBA Financial Advisors
Minnesota
$4K +$4.69K +50 New
RWM
366
Raffa Wealth Management
District of Columbia
$3.89K – – –
ACS
367
Archford Capital Strategies
Illinois
$3K -$3.85K -41 -50%
CHC
368
City Holding Co
West Virginia
$3K – – –
HWP
369
Hefty Wealth Partners
Indiana
$2K – – –
HIM
370
Hillsdale Investment Management
Ontario, Canada
$2K – – –
TFO
371
Tarbox Family Office
California
$2K – – –
WTB
372
Washington Trust Bank
Washington
$1K -$3.38K -36 -80%
HR
373
Howe & Rusling
New York
$1K – – –
KT
374
Kanaly Trust
Texas
$1K – – –
William Blair Investment Management
375
William Blair Investment Management
Illinois
– -$81M -831,870 Closed