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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$83K +$79.1K +15,106 New
V
127
Veritable
Delaware
$81K -$521K -99,572 -87%
Franklin Resources
128
Franklin Resources
California
$81K +$77.8K +14,864 New
ANI
129
American National Insurance
Texas
$80K
Creative Planning
130
Creative Planning
Kansas
$73K +$17.1K +3,272 +32%
Citigroup
131
Citigroup
New York
$65K -$20.9K -4,001 -25%
JWA
132
JFS Wealth Advisors
Pennsylvania
$60K
OIA
133
Optimum Investment Advisors
Illinois
$60K
TFA
134
Transamerica Financial Advisors
Florida
$52K -$937 -179 -2%
CTC
135
Central Trust Company
Missouri
$48K -$115 -22 -0.3%
CFG
136
CKW Financial Group
Hawaii
$38K
NFG
137
Next Financial Group
Texas
$33K -$15.7K -3,005 -33%
EWM
138
Evercore Wealth Management
New York
$32K +$30.9K +5,901 New
BBHC
139
Brown Brothers Harriman & Co
New York
$24K
Simplex Trading
140
Simplex Trading
Illinois
$21K +$9.85K +1,881 +93%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$20K +$17K +3,251 +921%
WP
142
WealthPLAN Partners
Nebraska
$20K +$18.4K +3,524 New
TWA
143
TCI Wealth Advisors
Arizona
$19K +$17.2K +3,290 +1,275%
GT
144
Glenmede Trust
Pennsylvania
$17K +$13.8K +2,641 +495%
ZB
145
Zions Bancorporation
Utah
$15K +$14.3K +2,738 New
TNB
146
Thomasville National Bank
Georgia
$14K +$13.8K +2,637 New
CPA
147
Cowen Prime Advisors
New York
$12K
FMP
148
Financial Management Professionals
Texas
$11K
SC
149
Searle & Co
Connecticut
$11K
CAW
150
Cornerstone Advisors (Washington)
Washington
$11K +$8.73K +1,669 +647%