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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
401
Clear Perspective Advisors
Illinois
$115K +$128K +3,000 New
ASN
402
Advisory Services Network
Georgia
$113K +$25.7K +600 +25%
LTFS
403
Ladenburg Thalmann Financial Services
Florida
$111K +$46.6K +1,088 +59%
Bessemer Group
404
Bessemer Group
New Jersey
$101K +$113K +2,635 New
MUS
405
Mitsubishi UFJ Securities
Japan
$92K
PG
406
Patten Group
Tennessee
$90K +$70K +1,636 +225%
PA
407
Parallel Advisors
California
$84K +$300 +7 +0.3%
SNN
408
Shen Neil Nanpeng
$79K +$88.2K +2,060 New
GRP
409
Global Retirement Partners
California
$76K +$64.2K +1,500 +300%
CBOA
410
Commonwealth Bank of Australia
Australia
$72K
FPFS
411
First Personal Financial Services
North Carolina
$57K +$2.83K +66 +5%
NFG
412
Next Financial Group
Texas
$57K +$63.3K +1,479 New
RA
413
Rational Advisors
New York
$53K
TSW
414
Thompson Siegel & Walmsley
Virginia
$53K
ACM
415
Aviance Capital Management
Florida
$49K -$5.31K -124 -9%
WEC
416
Winslow Evans & Crocker
Massachusetts
$44.5K +$10.1K +236 +25%
BL
417
Balentine LLC
Georgia
$35K +$21.4K +500 +120%
QCG
418
Quadrant Capital Group
Ohio
$29K +$9.8K +229 +36%
SFG
419
SevenBridge Financial Group
Pennsylvania
$27K -$34.2K -800 -53%
SIAS
420
Shine Investment Advisory Services
Colorado
$22K +$24.9K +581 New
AI
421
ArchPoint Investors
Florida
$20K
BWL
422
Bogart Wealth LLC
Virginia
$19K +$21.4K +500 New
NSIM
423
North Star Investment Management
Illinois
$19K +$21.4K +500 New
GWM
424
Geneos Wealth Management
Colorado
$17K +$14.6K +341 +284%
SIM
425
Sonora Investment Management
Arizona
$15.3K