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Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
401
First National Bank Sioux Falls
South Dakota
$9K – – –
TFO
402
Tarbox Family Office
California
$9K +$537 +13 +7%
AWM
403
AllSquare Wealth Management
New York
$8K – – –
WEC
404
Winslow Evans & Crocker
Massachusetts
$7.06K – – –
NFG
405
Next Financial Group
Texas
$7K -$287K -6,943 -97%
GAM
406
Gemmer Asset Management
California
$7K – – –
VNA
407
Valley National Advisers
Pennsylvania
$7K – – –
DPA
408
Delphi Private Advisors
California
$7K +$7.15K +173 New
ZB
409
Zions Bancorporation
Utah
$6K -$1.57K -38 -16%
TWA
410
TCI Wealth Advisors
Arizona
$6K – – –
VCM
411
Versant Capital Management
Arizona
$6K +$5.99K +145 New
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
DADC
413
D.A. Davidson & Co
Montana
$4K -$99.6K -2,409 -96%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
KF
415
Krilogy Financial
Missouri
$4K – – –
AWMS
416
Advocacy Wealth Management Services
Georgia
$4K +$4.13K +100 New
PHK
417
Point72 Hong Kong
Hong Kong
$4K +$4.13K +100 New
S
418
SignatureFD
Georgia
$3K -$9.09K -220 -75%
TSU
419
TD Securities (USA)
New York
$3K -$4.01K -97 -61%
GXMC
420
Global X Management Company
New York
$3K -$1.24K -30 -31%
PCP
421
Proficio Capital Partners
Massachusetts
$3K +$3.06K +74 New
FAM
422
Formidable Asset Management
Ohio
$2K – – –
KM
423
Kalos Management
Georgia
$1K – – –
AssetMark Inc
424
AssetMark Inc
California
$1K +$1.12K +27 New
RWM
425
Raffa Wealth Management
District of Columbia
$546 – – –