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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
526
FinTrust Capital Advisors
South Carolina
$34K +$36.6K +313 New
EWM
527
Executive Wealth Management
Michigan
$33K +$35K +299 New
BG
528
Bollard Group
Massachusetts
$33K +$35.1K +300 New
AAP
529
Arax Advisory Partners
Colorado
$31K -$19.8K -169 -37%
VFA
530
Valeo Financial Advisors
Indiana
$31K -$3.86K -33 -11%
PCG
531
Private Capital Group
Connecticut
$29K +$2.69K +23 +9%
ASN
532
Advisory Services Network
Georgia
$28K +$2.57K +22 +9%
ClearBridge Investments
533
ClearBridge Investments
New York
$25K – – –
TWA
534
TCI Wealth Advisors
Arizona
$24K +$585 +5 +2%
SFSIG
535
San Francisco Sentry Investment Group
California
$23K -$7.37K -63 -23%
CBOA
536
Commonwealth Bank of Australia
Australia
$23K +$1.52K +13 +6%
FGC
537
Financial Gravity Companies
Texas
$23K +$22.9K +196 New
PGWM
538
Parisi Gray Wealth Management
New Jersey
$21K – – –
GWS
539
Glassman Wealth Services
Virginia
$19K – – –
RFA
540
Reilly Financial Advisors
California
$18K – – –
CJA
541
C-J Advisory
California
$18K +$9.82K +84 +99%
PA
542
Parallel Advisors
California
$17K +$2.57K +22 +16%
MNBTD
543
Moody National Bank Trust Division
Texas
$17K +$18.5K +158 New
JA
544
JOYN Advisors
Georgia
$16K +$1.29K +11 +8%
ZB
545
Zions Bancorporation
Utah
$15K +$351 +3 +2%
AF
546
Advisornet Financial
Minnesota
$14K +$14.6K +125 New
CIA
547
CSat Investment Advisory
Michigan
$13K +$3.74K +32 +37%
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$13K +$14.4K +123 New
TCOV
549
Trust Company of Vermont
Vermont
$11K -$7.13K -61 -38%
AF
550
Allworth Financial
California
$11K – – –