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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
351
Winch Advisory Services
Wisconsin
$49K +$86 +1 +0.2%
EWM
352
Endurance Wealth Management
Rhode Island
$47K
VFA
353
Valeo Financial Advisors
Indiana
$47K
CFB
354
Cullen/Frost Bankers
Texas
$47K +$43.1K +500 New
AF
355
Advisornet Financial
Minnesota
$44K -$39.6K -459 -50%
JIR
356
James Investment Research
Ohio
$42K -$292K -3,385 -88%
SF
357
Synovus Financial
Georgia
$41K
PCM
358
Prelude Capital Management
New York
$39K +$1.47K +17 +4%
GI
359
Gradient Investments
Minnesota
$37K +$34K +394 New
FCA
360
FinTrust Capital Advisors
South Carolina
$35K
OPS
361
Orion Portfolio Solutions
Nebraska
$32K +$29.6K +343 New
CT
362
Caldwell Trust
Florida
$31.6K +$28.8K +334 New
TAIM
363
TD Ameritrade Investment Management
Nebraska
$31K -$431 -5 -2%
AIC
364
Ayalon Insurance Company
Israel
$29K -$5.86K -68 -18%
PWP
365
Personal Wealth Partners
Minnesota
$29K
POIA
366
Pin Oak Investment Advisors
Texas
$26K
PCIA
367
Prime Capital Investment Advisors
Kansas
$23K
GAM
368
Gemmer Asset Management
California
$22K -$3.96K -46 -16%
PB
369
Pinnacle Bancorp
Nebraska
$21K
BBHC
370
Brown Brothers Harriman & Co
New York
$19K
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$19K +$14.6K +169 +457%
OAM
372
Oppenheimer Asset Management
New York
$18K
PA
373
Parallel Advisors
California
$16K
ASN
374
Advisory Services Network
Georgia
$14K -$10.6K -123 -45%
SPIA
375
Steward Partners Investment Advisory
New York
$14K -$4.57K -53 -26%