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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
151
Proficio Capital Partners
Massachusetts
$77K +$24.1K +6,169 +55%
Lido Advisors
152
Lido Advisors
California
$74K +$1.3K +331 +2%
IFWM
153
Institute for Wealth Management
Colorado
$74K +$71K +18,133 New
GW
154
GW & Wade
Massachusetts
$73K -$6.25K -1,598 -8%
JWA
155
JFS Wealth Advisors
Pennsylvania
$70K -$896 -229 -1%
SI
156
Stephens Inc
Arkansas
$70K -$235 -60 -0.3%
HI
157
HBK Investments
Texas
$67K +$65.3K +16,682 New
FWCM
158
Ferguson Wellman Capital Management
Oregon
$66K -$1.82K -466 -3%
FIMG
159
Financial & Investment Management Group
Michigan
$66K -$145 -37 -0.2%
Ameriprise
160
Ameriprise
Minnesota
$64K -$24K -6,123 -28%
ATC
161
Argent Trust Co
Tennessee
$64K -$1.76K -450 -3%
FHB
162
First Hawaiian Bank
Hawaii
$62K +$1.21K +308 +2%
OA
163
Opes Advisors
California
$61K -$4.12K -1,053 -7%
IDBONY
164
Israel Discount Bank of New York
New York
$61K +$28.8K +7,366 +94%
S
165
SignatureFD
Georgia
$59K +$56.7K +14,496 New
BCM
166
BlueCrest Capital Management
Jersey
$59K +$57.4K +14,673 New
AWA
167
Arete Wealth Advisors
Illinois
$57K -$30.4K -7,769 -36%
CCIA
168
Campbell & Co Investment Adviser
Maryland
$56K +$54.2K +13,851 New
BTIS
169
BB&T Investment Services
North Carolina
$55K +$19.8K +5,055 +58%
SS
170
Simplicity Solutions
Minnesota
$52K +$50.6K +12,920 New
BF
171
BOK Financial
Oklahoma
$51K -$2.42M -617,864 -98%
CMO
172
Covenant Multifamily Offices
Texas
$51K +$49.6K +12,685 New
PNC
173
Park National Corp
Ohio
$51K +$49.7K +12,687 New
CFA
174
Carroll Financial Associates
North Carolina
$47K -$1.32K -337 -3%
LNB
175
Ledyard National Bank
$47K -$1.31K -334 -3%