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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Private Advisor Group
New Jersey
$71K -$147K -30,065 -69%
Creative Planning
152
Creative Planning
Kansas
$71K +$67.7K +13,895 New
S
153
SignatureFD
Georgia
$65K -$6.1K -1,252 -9%
CFA
154
Carroll Financial Associates
North Carolina
$58K
LNB
155
Ledyard National Bank
$58K
PMFA
156
Plante Moran Financial Advisors
Michigan
$57K +$10.1K +2,082 +23%
SWM
157
SeaCrest Wealth Management
New York
$52K +$49.5K +10,163 New
SFSIG
158
San Francisco Sentry Investment Group
California
$48K
GRP
159
Global Retirement Partners
California
$45K +$42.7K +8,761 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$43K +$5.43K +1,115 +15%
STA
161
Summit Trail Advisors
New York
$43K +$37.2K +7,634 New
CMO
162
Covenant Multifamily Offices
Texas
$42K -$22.3K -4,574 -36%
PA
163
Parallel Advisors
California
$40K +$312 +64 +0.8%
PCP
164
Proficio Capital Partners
Massachusetts
$37K -$44.1K -9,052 -56%
Barclays
165
Barclays
United Kingdom
$36K -$7.15K -1,468 -17%
SWP
166
Stratos Wealth Partners
Ohio
$33K +$31.3K +6,424 New
GWM
167
Geneos Wealth Management
Colorado
$31K -$219 -45 -0.7%
LFA
168
Legacy Financial Advisors
Kentucky
$31K +$30.3K +6,213 New
AssetMark Inc
169
AssetMark Inc
California
$30K -$1.68K -344 -6%
CFG
170
CKW Financial Group
Hawaii
$30K
LWA
171
Lenox Wealth Advisors
New York
$30K +$28.2K +5,792 New
CTC
172
Central Trust Company
Missouri
$27K
SHJ
173
Sharkey, Howes & Javer
Colorado
$26K
ASN
174
Advisory Services Network
Georgia
$21K
CG
175
Cutler Group
California
$19K +$10.8K +2,214 +133%