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Name Holding Trade Value Shares
Change
Change in
Stake
LA
251
Legacy Advisors
Pennsylvania
$128K +$128K +1,098 New
SFS
252
Sowell Financial Services
Arkansas
$122K +$124K +1,067 New
PG
253
Patten Group
Tennessee
$121K
PCP
254
Proficio Capital Partners
Massachusetts
$113K +$24.2K +208 +27%
SPIA
255
Steward Partners Investment Advisory
New York
$105K +$104K +896 New
ZB
256
Zions Bancorporation
Utah
$100K -$5.48K -47 -5%
GWM
257
Geneos Wealth Management
Colorado
$92K -$6.76K -58 -7%
CFG
258
Citizens Financial Group
Rhode Island
$92K -$6.64K -57 -7%
PA
259
Parallel Advisors
California
$91K +$90.5K +777 New
NFG
260
Next Financial Group
Texas
$86K -$29.8K -256 -26%
DIA
261
Davidson Investment Advisors
Montana
$81K
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$80K
H
263
Hexavest
Quebec, Canada
$80K
LIA
264
LS Investment Advisors
Michigan
$80K
PWM
265
Perigon Wealth Management
California
$73K
MRCM
266
M&R Capital Management
New Jersey
$70K
CAW
267
Cornerstone Advisors (Washington)
Washington
$67K +$12.1K +104 +22%
AAM
268
Advisors Asset Management
Colorado
$65K -$115K -984 -64%
CBT
269
Central Bank & Trust
Kentucky
$63K
NSIM
270
North Star Investment Management
Illinois
$61K
VIA
271
Vantage Investment Advisors
Pennsylvania
$60K
SSB
272
Sandy Spring Bank
Maryland
$59K
WTC
273
WhitTier Trust Company
Nevada
$56K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$54K -$1.28K -11 -2%
IWM
275
IHT Wealth Management
Illinois
$54K +$53.1K +456 New