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Name Holding Trade Value Shares
Change
Change in
Stake
EP
101
Elkfork Partners
Oregon
$192K +$168K +45,214 New
O
102
OppenheimerFunds
New York
$190K +$10.2K +2,730 +7%
BF
103
BOK Financial
Oklahoma
$180K +$2.12K +569 +1%
AAP
104
Arax Advisory Partners
Colorado
$180K +$157K +42,201 New
CCP
105
Corient Capital Partners
California
$175K +$153K +41,144 New
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$168K +$16.5K +4,432 +13%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$166K +$21.6K +5,807 +17%
CL
108
CSS LLC
Illinois
$163K +$142K +38,218 New
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$162K -$55.9K -15,030 -28%
HCM
110
Hollencrest Capital Management
California
$158K -$2.78K -747 -2%
CWA
111
Cypress Wealth Advisors
California
$157K
RCM
112
Riverhead Capital Management
Delaware
$154K
Invesco
113
Invesco
Georgia
$153K -$10.3K -2,754 -7%
RFC
114
Regions Financial Corp
Alabama
$145K -$60.7K -16,301 -32%
AIM
115
Acrospire Investment Management
Illinois
$140K +$83.9K +22,542 +217%
TAM
116
Tyers Asset Management
Texas
$140K +$122K +32,883 New
ICOA
117
Investment Centers of America
North Dakota
$131K +$20.6K +5,546 +22%
Deutsche Bank
118
Deutsche Bank
Germany
$129K -$3.68M -988,706 -97%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$127K
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$127K +$41.8K +11,223 +60%
IIC
121
Integrated Investment Consultants
Michigan
$123K +$29.6K +7,940 +38%
WA
122
Wealth Architects
California
$120K
MCM
123
MAI Capital Management
Ohio
$117K
BSW
124
Buckingham Strategic Wealth
Missouri
$113K
GT
125
Glenmede Trust
Pennsylvania
$111K +$46.6K +12,518 +92%