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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$511 +7 +4%
CAW
627
Cornerstone Advisors (Washington)
Washington
$13K +$1.75K +24 +18%
PGWM
628
Parisi Gray Wealth Management
New Jersey
$12K -$14.6K -200 -57%
ZB
629
Zions Bancorporation
Utah
$11K -$730 -10 -7%
WAS
630
WESPAC Advisors SoCal
California
$11K – – –
VFA
631
Valeo Financial Advisors
Indiana
$10K – – –
CAL
632
Capital Advisors Ltd
Ohio
$9K – – –
PFBT
633
Parkside Financial Bank & Trust
Missouri
$9K – – –
WCM
634
WealthBridge Capital Management
Ohio
$9K – – –
AIA
635
Alera Investment Advisors
Illinois
$9K +$5.25K +72 +171%
VNA
636
Valley National Advisers
Pennsylvania
$9K +$8.1K +111 New
FIB
637
First Interstate Bank
Montana
$8K +$730 +10 +11%
OSAM
638
O'Shaughnessy Asset Management
Connecticut
$7K -$319K -4,378 -98%
EARNEST Partners
639
EARNEST Partners
Georgia
$7K – – –
LFA
640
Legacy Financial Advisors
Kentucky
$7K +$438 +6 +7%
QAM
641
QCI Asset Management
New York
$6K – – –
TWA
642
TCI Wealth Advisors
Arizona
$6K – – –
TL
643
TrueWealth LLC
Georgia
$6K – – –
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$6K +$5.84K +80 New
GWS
645
Glassman Wealth Services
Virginia
$5K -$146 -2 -3%
CFGS
646
Concourse Financial Group Securities
Alabama
$5K – – –
FC
647
Ferris Capital
Massachusetts
$5K – – –
RFA
648
Reilly Financial Advisors
California
$5K – – –
MNBTD
649
Moody National Bank Trust Division
Texas
$5K +$4.52K +62 New
EWM
650
Elmwood Wealth Management
California
$4K -$73 -1 -2%