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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Lenox Wealth Management
Ohio
$27K
TIM
152
Tortoise Investment Management
New York
$22K
ZB
153
Zions Bancorporation
Utah
$19K
AF
154
Advisornet Financial
Minnesota
$19K +$6.28K +99 +59%
NFG
155
Next Financial Group
Texas
$18K
FHA
156
Flagship Harbor Advisors
Massachusetts
$16K +$5.71K +90 +64%
TRCT
157
Tower Research Capital (TRC)
New York
$14K -$95.1K -1,500 -88%
BFC
158
Bedel Financial Consulting
Indiana
$14K
VFA
159
Valeo Financial Advisors
Indiana
$14K
ASN
160
Advisory Services Network
Georgia
$14K +$6.66K +105 +118%
EW
161
Evoke Wealth
California
$13.1K +$10.5K +166 +830%
EFSCE
162
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
WTC
163
WhitTier Trust Company
Nevada
$9K
APA
164
American Portfolios Advisors
New York
$7.52K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$7K
IA
166
IFP Advisors
Florida
$7K +$4.75K +75 +278%
CCM
167
Covington Capital Management
California
$7K +$6.34K +100 New
ST
168
Smithfield Trust
Pennsylvania
$5K -$11.7K -184 -71%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$5K -$2.28K -36 -33%
HL
170
Harding Loevner
New Jersey
$5K
PB
171
Pinnacle Bancorp
Nebraska
$5K
AssetMark Inc
172
AssetMark Inc
California
$5K +$1.01K +16 +33%
SWM
173
Sugarloaf Wealth Management
Georgia
$5K +$4.95K +78 New
FRA
174
Front Row Advisors
California
$4K -$507 -8 -13%
TT
175
TI-Trust
Illinois
$4K +$3.61K +57 New