Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Ancora Advisors
Ohio
$64K – – –
WT
302
Washington Trust
Rhode Island
$64K +$78.4K +1,000 New
CG
303
Cutler Group
California
$62K +$7.84K +100 +12%
CAL
304
Capital Analysts LLC
Pennsylvania
$60K – – –
NSIM
305
North Star Investment Management
Illinois
$52K – – –
TFS
306
TrustCore Financial Services
Tennessee
$51K – – –
PCG
307
Private Capital Group
Connecticut
$36K +$38.1K +486 +648%
VFA
308
Valeo Financial Advisors
Indiana
$33K – – –
CFB
309
Cullen/Frost Bankers
Texas
$32K – – –
EWM
310
Endurance Wealth Management
Rhode Island
$32K – – –
CA
311
Clearstead Advisors
Ohio
$32K +$39.2K +500 New
OIA
312
Optimum Investment Advisors
Illinois
$29K -$15.7K -200 -31%
GI
313
Gradient Investments
Minnesota
$25K – – –
FCA
314
FinTrust Capital Advisors
South Carolina
$24K – – –
AF
315
Advisornet Financial
Minnesota
$23K -$7.84K -100 -22%
CT
316
Caldwell Trust
Florida
$21.5K – – –
IA
317
IFP Advisors
Florida
$21K -$38.2K -487 -59%
OPS
318
Orion Portfolio Solutions
Nebraska
$20K -$2.9K -37 -11%
AIC
319
Ayalon Insurance Company
Israel
$19K – – –
POIA
320
Pin Oak Investment Advisors
Texas
$18K – – –
NFG
321
Next Financial Group
Texas
$17K -$63.8K -814 -75%
ST
322
Smithfield Trust
Pennsylvania
$17K +$16.5K +210 +467%
PB
323
Pinnacle Bancorp
Nebraska
$15K – – –
VNA
324
Valley National Advisers
Pennsylvania
$14K +$16.6K +212 New
BBHC
325
Brown Brothers Harriman & Co
New York
$13K – – –