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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
326
FinTrust Capital Advisors
South Carolina
$14K
TCOV
327
Trust Company of Vermont
Vermont
$14K
AssetMark Inc
328
AssetMark Inc
California
$13K
QCG
329
Quadrant Capital Group
Ohio
$12K +$9.1K +137 +319%
BFC
330
Bedel Financial Consulting
Indiana
$11K
TSW
331
Thompson Siegel & Walmsley
Virginia
$11K
GWS
332
Glassman Wealth Services
Virginia
$11K +$199 +3 +2%
BCA
333
Berman Capital Advisors
Georgia
$9K
AF
334
Advisornet Financial
Minnesota
$8K
OPS
335
Orion Portfolio Solutions
Nebraska
$8K +$7.11K +107 New
CIA
336
Cascade Investment Advisors
Oregon
$7.39K
IA
337
IFP Advisors
Florida
$7K -$8.97K -135 -59%
PFSC
338
Peoples Financial Services Corp
Pennsylvania
$7K -$8.71K -131 -57%
ECM
339
EII Capital Management
New York
$7K
NL
340
NVWM LLC
Pennsylvania
$7K
SIC
341
Salem Investment Counselors
North Carolina
$7K
S
342
SignatureFD
Georgia
$7K +$1.53K +23 +29%
MMG
343
Monetary Management Group
Missouri
$7K +$6.64K +100 New
SMFS
344
Squar Milner Financial Services
California
$7K +$6.64K +100 New
SC
345
Steph & Co
Wisconsin
$7K +$6.64K +100 New
WHG
346
Westwood Holdings Group
Texas
$7K +$6.64K +100 New
CHC
347
City Holding Co
West Virginia
$6K
IBOK
348
Independence Bank of Kentucky
Kentucky
$6K
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$6K
LC
350
Lindbrook Capital
California
$6K +$2.99K +45 +150%