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Name Holding Trade Value Shares
Change
Change in
Stake
SP
151
SWS Partners
Ohio
$74K -$19.6K -3,551 -19%
NFG
152
Nations Financial Group
Iowa
$74K +$12.8K +2,322 +18%
FWCM
153
Ferguson Wellman Capital Management
Oregon
$73K -$2.08K -377 -2%
RFC
154
Regions Financial Corp
Alabama
$73K +$4.53K +823 +6%
PAG
155
Private Advisor Group
New Jersey
$66K -$97K -17,606 -57%
LWA
156
Lenox Wealth Advisors
New York
$66K -$65.4K -11,867 -47%
JWA
157
JFS Wealth Advisors
Pennsylvania
$66K -$12.3K -2,229 -14%
Creative Planning
158
Creative Planning
Kansas
$65K -$1.86K -337 -2%
SPC
159
Sigma Planning Corp
Michigan
$62K +$68.6K +12,456 New
SWM
160
SeaCrest Wealth Management
New York
$57K -$1.49K -271 -2%
LNB
161
Ledyard National Bank
$55K -$1.56K -284 -2%
SSB
162
Sandy Spring Bank
Maryland
$47K -$96.8K -17,582 -65%
DWM
163
Destination Wealth Management
California
$44K -$1.25K -226 -3%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$44K +$3K +544 +6%
VCM
165
Vigilant Capital Management
Maine
$41K +$36.5K +6,628 +382%
CFA
166
Carroll Financial Associates
North Carolina
$38K -$19.8K -3,603 -31%
PA
167
Parallel Advisors
California
$36K -$1.05K -191 -2%
PCP
168
Proficio Capital Partners
Massachusetts
$35K -$121 -22 -0.3%
MYIA
169
Mount Yale Investment Advisors
Colorado
$34K -$2.34K -425 -6%
IA
170
IFP Advisors
Florida
$31K -$48.2K -8,759 -58%
LFA
171
Legacy Financial Advisors
Kentucky
$30K -$854 -155 -2%
GWM
172
Geneos Wealth Management
Colorado
$29K -$837 -152 -3%
CAGAS
173
Capital Advisory Group Advisory Services
Minnesota
$29K +$13.5K +2,445 +72%
CFG
174
CKW Financial Group
Hawaii
$28K -$810 -147 -2%
HNB
175
Huntington National Bank
Ohio
$26K -$754 -137 -2%