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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1326
Global Financial Private Client
Florida
$242K +$5.8K +36 +2%
BWM
1327
Baystate Wealth Management
Massachusetts
$241K -$46.2K -287 -14%
SFFS
1328
Stonehage Fleming Financial Services
Jersey
$239K – – –
SFC
1329
SYM Financial Corp
Indiana
$239K – – –
AA
1330
ALPS Advisors
Colorado
$237K -$75.1K -466 -21%
VAG
1331
VisionPoint Advisory Group
Texas
$237K +$279K +1,734 New
SAM
1332
Secure Asset Management
Michigan
$236K +$1.29K +8 +0.5%
BONST
1333
Bank of Nova Scotia Trust
Ontario, Canada
$235K -$105K -650 -27%
SIG
1334
Sargent Investment Group
Maryland
$235K +$3.38K +21 +1%
PCP
1335
Proficio Capital Partners
Massachusetts
$235K +$9.67K +60 +3%
AIS
1336
Accurate Investment Solutions
Pennsylvania
$234K -$4.03K -25 -1%
LWA
1337
Lenox Wealth Advisors
New York
$234K – – –
CWP
1338
CFM Wealth Partners
Texas
$233K – – –
HH
1339
Hilltop Holdings
Texas
$232K -$57.4K -356 -17%
APG
1340
Abacus Planning Group
South Carolina
$232K – – –
VIA
1341
Vident Investment Advisory
Georgia
$232K +$275K +1,704 New
AIA
1342
AIMZ Investment Advisors
California
$230K – – –
GWM
1343
GSB Wealth Management
Connecticut
$230K – – –
AC
1344
Asio Capital
Kentucky
$228K -$29.8K -185 -10%
DA
1345
DSC Advisors
Illinois
$227K -$495K -3,069 -65%
WA
1346
Waverly Advisors
Alabama
$227K +$4.83K +30 +2%
AC
1347
Apella Capital
Connecticut
$227K +$268K +1,663 New
LOAMS
1348
Lombard Odier Asset Management (Switzerland)
Switzerland
$226K – – –
FIM
1349
Frontier Investment Management
Texas
$225K -$8.38K -52 -3%
MFW
1350
Mosaic Family Wealth
Missouri
$224K – – –