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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
651
Next Financial Group
Texas
$33K -$7.17K -430 -17%
CAPTRUST Financial Advisors
652
CAPTRUST Financial Advisors
North Carolina
$33K +$9.07K +544 +35%
NFH
653
NEXT Financial Holdings
Texas
$33K +$35K +2,100 New
CBT
654
Capital Bank & Trust
California
$32K -$7.75K -465 -18%
IBOK
655
Independence Bank of Kentucky
Kentucky
$32K – – –
WF
656
WealthTrust Fairport
Ohio
$32K – – –
ACM
657
AUA Capital Management
Pennsylvania
$31K – – –
GRP
658
Global Retirement Partners
California
$31K +$11.2K +669 +51%
HR
659
Howe & Rusling
New York
$30K -$23K -1,381 -42%
FQ
660
First Quadrant
California
$30K – – –
SIAS
661
Shine Investment Advisory Services
Colorado
$30K – – –
VCM
662
Versant Capital Management
Arizona
$30K – – –
BBNA
663
Bremer Bank National Association
Minnesota
$29K +$27.5K +1,649 New
SSB
664
Sandy Spring Bank
Maryland
$28K – – –
TF
665
Tompkins Financial
New York
$28K – – –
BAM
666
Bruderman Asset Management
New York
$27K – – –
GSWM
667
Golden State Wealth Management
California
$27K +$28.9K +1,731 New
FCB
668
First Command Bank
Texas
$26K -$5.14K -308 -16%
FCFS
669
First Command Financial Services
Texas
$26K -$5.14K -308 -16%
FC
670
Ferris Capital
Massachusetts
$26K – – –
BBHC
671
Brown Brothers Harriman & Co
New York
$25K -$156K -9,369 -85%
SCM
672
Silvant Capital Management
Georgia
$25K +$26.3K +1,575 New
AOWM
673
Alpha Omega Wealth Management
Virginia
$25K +$26.8K +1,605 New
AIC
674
Archer Investment Corporation
Indiana
$24K – – –
CJA
675
C-J Advisory
California
$24K – – –