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Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Wambolt & Associates
Colorado
$232K +$228K +1,868 New
FSA
202
Fort Sheridan Advisors
Illinois
$223K
LC
203
Lindbrook Capital
California
$222K -$15.5K -127 -7%
BOS
204
Bingham Osborn & Scarborough
California
$222K +$6.34K +52 +3%
FFG
205
Fortem Financial Group
California
$221K -$19K -156 -8%
QSS
206
Quantitative Systematic Strategies
Florida
$219K +$216K +1,770 New
HJIM
207
Henry James International Management
New York
$218K -$6.34K -52 -3%
SSWM
208
Smith Salley Wealth Management
North Carolina
$212K +$209K +1,713 New
FAAS
209
First Allied Advisory Services
California
$210K -$20.7K -170 -9%
AssetMark Inc
210
AssetMark Inc
California
$209K +$12.6K +103 +7%
AAM
211
Auxier Asset Management
Oregon
$207K +$204K +1,670 New
CIBC World Market
212
CIBC World Market
Ontario, Canada
$202K -$22.4K -184 -10%
BlackRock
213
BlackRock
New York
$189K -$627K -5,143 -77%
CFB
214
Cullen/Frost Bankers
Texas
$189K -$59K -484 -24%
LWM
215
Lenox Wealth Management
Ohio
$179K +$72.2K +592 +69%
PA
216
Parallel Advisors
California
$173K -$41K -336 -19%
CTC
217
Central Trust Company
Missouri
$160K -$6.1K -50 -4%
PCG
218
Private Capital Group
Connecticut
$156K -$86.9K -713 -37%
FNB
219
Farmers National Bank
Kentucky
$155K -$85.4K -700 -36%
PK
220
Pflug Koory
Nebraska
$155K
CAW
221
Cornerstone Advisors (Washington)
Washington
$154K +$3.41K +28 +2%
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$154K +$30.6K +251 +25%
SFG
223
SevenBridge Financial Group
Pennsylvania
$151K
WIM
224
Westside Investment Management
California
$148K +$146K +1,200 New
JIR
225
James Investment Research
Ohio
$139K -$88K -722 -39%