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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
651
Quadrant Capital Group
Ohio
$135K +$2.47K +11 +2%
ASN
652
Advisory Services Network
Georgia
$130K +$2.02K +9 +2%
CAPTRUST Financial Advisors
653
CAPTRUST Financial Advisors
North Carolina
$130K +$31K +138 +34%
LOIM
654
Liberty One Investment Management
Illinois
$126K +$27.4K +122 +30%
SBL
655
Sargent Bickham Lagudis
Colorado
$124K +$10.3K +46 +10%
SFSIG
656
San Francisco Sentry Investment Group
California
$120K -$449 -2 -0.4%
CAAS
657
Capital Asset Advisory Services
Michigan
$115K +$108K +481 New
NFG
658
Next Financial Group
Texas
$112K -$215K -959 -67%
HWM
659
HighMark Wealth Management
Minnesota
$110K – – –
NR
660
Newfound Research
Massachusetts
$110K +$103K +458 New
IA
661
IFP Advisors
Florida
$107K +$33K +147 +50%
TFO
662
Tarbox Family Office
California
$97K – – –
AF
663
Advisornet Financial
Minnesota
$96K -$6.74K -30 -7%
VFA
664
Valeo Financial Advisors
Indiana
$96K +$34.4K +153 +61%
FRA
665
Front Row Advisors
California
$95K – – –
IAIM
666
International Assets Investment Management
Florida
$87K +$81.3K +362 New
LWA
667
Lenox Wealth Advisors
New York
$85K +$20.7K +92 +35%
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$78K +$73.5K +327 New
CAL
669
Capital Analysts LLC
Pennsylvania
$74K – – –
HIA
670
Harbor Investment Advisory
Maryland
$74K +$36K +160 +107%
BDWM
671
Brewin Dolphin Wealth Management
Ireland
$71.9K – – –
SSB
672
Sandy Spring Bank
Maryland
$70K +$20.4K +91 +46%
MCM
673
Manchester Capital Management
Vermont
$70K +$64.9K +289 +9,633%
FHA
674
First Horizon Advisors
Tennessee
$69K +$4.49K +20 +7%
FCH
675
Freestone Capital Holdings
Washington
$68K +$40.7K +181 +176%