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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
351
Zions Bancorporation
Utah
$14K – – –
PCG
352
Private Capital Group
Connecticut
$14K +$725 +20 +5%
APC
353
Aspire Private Capital
North Carolina
$14K +$14.5K +400 New
FFA
354
Founders Financial Alliance
North Carolina
$14K +$14.5K +400 New
FMP
355
Financial Management Professionals
Texas
$13K – – –
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$11K +$11.5K +318 New
GAM
357
Gemmer Asset Management
California
$10K – – –
AA
358
Advisory Alpha
Michigan
$9K +$9.06K +250 New
AWM
359
AllSquare Wealth Management
New York
$8K – – –
PFS
360
Prospera Financial Services
Texas
$7K +$7.25K +200 New
SWA
361
Sutton Wealth Advisors
Florida
$6.06K +$508 +14 +9%
TWA
362
TCI Wealth Advisors
Arizona
$6K -$8.92K -246 -58%
DI
363
Disciplined Investments
Oklahoma
$6K – – –
WEC
364
Winslow Evans & Crocker
Massachusetts
$6K – – –
CA
365
Crewe Advisors
Utah
$6K +$5.73K +158 New
CFO
366
CVA Family Office
Colorado
$5K – – –
EARNEST Partners
367
EARNEST Partners
Georgia
$5K – – –
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SLF
370
Sun Life Financial
Ontario, Canada
$5K – – –
CI
371
CX Institutional
Indiana
$5K +$3.52K +97 +285%
WPA
372
West Paces Advisors
Georgia
$4.33K – – –
AF
373
Allworth Financial
California
$4K -$7.25K -200 -66%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$4K -$725 -20 -14%
FCM
375
Firestone Capital Management
Florida
$4K – – –