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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$8K
WEC
402
Winslow Evans & Crocker
Massachusetts
$7.06K
NFG
403
Next Financial Group
Texas
$7K -$287K -6,943 -97%
GAM
404
Gemmer Asset Management
California
$7K
VNA
405
Valley National Advisers
Pennsylvania
$7K
DPA
406
Delphi Private Advisors
California
$7K +$7.15K +173 New
ZB
407
Zions Bancorporation
Utah
$6K -$1.57K -38 -16%
TWA
408
TCI Wealth Advisors
Arizona
$6K
VCM
409
Versant Capital Management
Arizona
$6K +$5.99K +145 New
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
DADC
411
D.A. Davidson & Co
Montana
$4K -$99.6K -2,409 -96%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$4K
KF
413
Krilogy Financial
Missouri
$4K
AWMS
414
Advocacy Wealth Management Services
Georgia
$4K +$4.13K +100 New
PHK
415
Point72 Hong Kong
Hong Kong
$4K +$4.13K +100 New
S
416
SignatureFD
Georgia
$3K -$9.09K -220 -75%
TSU
417
TD Securities (USA)
New York
$3K -$4.01K -97 -61%
GXMC
418
Global X Management Company
New York
$3K -$1.24K -30 -31%
PCP
419
Proficio Capital Partners
Massachusetts
$3K +$3.06K +74 New
FAM
420
Formidable Asset Management
Ohio
$2K
KM
421
Kalos Management
Georgia
$1K
AssetMark Inc
422
AssetMark Inc
California
$1K +$1.12K +27 New
Nuveen
423
Nuveen
North Carolina
$763 -$24.8K -601 -3%
RWM
424
Raffa Wealth Management
District of Columbia
$546
WA
425
WBH Advisory
Maryland
$401