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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
326
Certified Advisory Corp
Florida
$9K – – –
GWS
327
Glassman Wealth Services
Virginia
$9K +$279 +15 +3%
SMFS
328
Squar Milner Financial Services
California
$9K +$9.29K +500 New
TFA
329
Tobias Financial Advisors
Florida
$8K +$8.36K +450 New
OPS
330
Orion Portfolio Solutions
Nebraska
$7K +$7.25K +390 New
AF
331
Advisornet Financial
Minnesota
$6K – – –
HGWM
332
Harvest Group Wealth Management
Massachusetts
$6K – – –
TCOV
333
Trust Company of Vermont
Vermont
$6K – – –
AIL
334
AGF Investments LLC
Ontario, Canada
$5K – – –
FMB
335
Field & Main Bank
Kentucky
$5K – – –
RCA
336
Ranch Capital Advisors
Florida
$5K +$4.64K +250 New
1IA
337
1834 Investment Advisors
Wisconsin
$4K – – –
CFA
338
Carroll Financial Associates
North Carolina
$4K – – –
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
RIA
340
Realta Investment Advisors
Delaware
$4K – – –
CAM
341
ClariVest Asset Management
California
$3K -$288K -15,522 -99%
VCM
342
Versant Capital Management
Arizona
$3K -$2.25K -121 -40%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
QCG
344
Quadrant Capital Group
Ohio
$3K – – –
ST
345
Smithfield Trust
Pennsylvania
$3K – – –
CHAM
346
Clear Harbor Asset Management
Connecticut
$2.53K +$2.51K +135 New
WCA
347
Windsor Creek Advisors
Vermont
$2.32K -$297K -16,000 -11%
CAW
348
Cornerstone Advisors (Washington)
Washington
$2K -$2.88K -155 -58%
GRP
349
Global Retirement Partners
California
$2K +$1.99K +107 New
GEA
350
Glen Eagle Advisors
New Jersey
$1.97K – – –
12 13
14
15 16