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Name Holding Trade Value Shares
Change
Change in
Stake
LC
101
Lindbrook Capital
California
$49K +$2.97K +75 +6%
SFS
102
Sowell Financial Services
Arkansas
$39K -$3.36K -85 -8%
MS
103
Marshall & Sullivan
Washington
$37K +$37K +935 New
GRP
104
Global Retirement Partners
California
$31K
PCM
105
Prelude Capital Management
New York
$31K +$20.6K +522 +202%
ASN
106
Advisory Services Network
Georgia
$31K +$31.4K +793 New
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K +$3.72K +94 +24%
GWM
108
Geneos Wealth Management
Colorado
$19K -$7.55K -191 -27%
JWA
109
JFS Wealth Advisors
Pennsylvania
$18K
JP Morgan Chase
110
JP Morgan Chase
New York
$16K +$2.45K +62 +17%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$15K +$8.31K +210 +121%
ZB
112
Zions Bancorporation
Utah
$13K -$396 -10 -3%
TIM
113
Tortoise Investment Management
New York
$12K
BCA
114
Berman Capital Advisors
Georgia
$10K
NFG
115
Next Financial Group
Texas
$10K +$9.93K +251 New
PFS
116
Prospera Financial Services
Texas
$10K +$10.3K +261 New
VFA
117
Valeo Financial Advisors
Indiana
$8K -$2.21K -56 -22%
BFC
118
Bedel Financial Consulting
Indiana
$8K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$8K +$6.05K +153 +294%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$7K
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.03K -26 -23%
EWM
122
Endurance Wealth Management
Rhode Island
$3K
GWS
123
Glassman Wealth Services
Virginia
$3K +$1.3K +33 +72%
IA
124
IFP Advisors
Florida
$2K -$870 -22 -30%
AssetMark Inc
125
AssetMark Inc
California
$2K