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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
301
Evergreen Capital Management
Washington
$518K +$124K +2,409 +31%
ASN
302
Advisory Services Network
Georgia
$514K +$50.8K +983 +11%
RHBC
303
R.H. Bluestein & Co
Michigan
$513K
XF
304
XML Financial
Maryland
$505K +$82.6K +1,600 +19%
PA
305
Probity Advisors
Texas
$500K -$39.3K -761 -7%
EGA
306
E&G Advisors
Texas
$475K
CNFG
307
Creegan & Nassoura Financial Group
New Hampshire
$472K -$205K -3,975 -30%
AIIMS
308
Analyst IMS Investment Management Services
Israel
$471K -$24.8K -480 -5%
BL
309
Balentine LLC
Georgia
$466K +$174K +3,379 +59%
AWE
310
Avidian Wealth Enterprises
Texas
$463K -$68.8K -1,333 -13%
VFA
311
Voya Financial Advisors
Connecticut
$461K +$102K +1,971 +28%
FF
312
FourThought Financial
Florida
$458K +$19.5K +377 +4%
ACM
313
Ategra Capital Management
Virginia
$456K -$71.5K -1,384 -13%
SGA
314
Strategic Global Advisors
California
$453K +$7.95K +154 +2%
HNB
315
Huntington National Bank
Ohio
$451K +$56.7K +1,099 +14%
GI
316
Gradient Investments
Minnesota
$448K -$16.9K -327 -4%
CAAS
317
Capital Asset Advisory Services
Michigan
$448K -$9.76K -189 -2%
HPC
318
HM Payson & Co
Maine
$446K
KFSC
319
Keystone Financial Services (Colorado)
Colorado
$443K +$1.96K +38 +0.4%
BP
320
Ballentine Partners
Massachusetts
$443K +$446K +8,628 New
PA
321
Parallel Advisors
California
$442K +$5.37K +104 +1%
AGP
322
Autumn Glory Partners
Texas
$442K +$157K +3,038 +55%
GSEP
323
Golden State Equity Partners
California
$442K +$444K +8,600 New
IAA
324
Independent Advisor Alliance
North Carolina
$441K -$35.3K -684 -7%
ISL
325
Ingalls & Snyder LLC
New York
$439K -$43.4K -840 -9%