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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K -$2.23K -428 -3%
GRP
152
Global Retirement Partners
California
$87K -$2.22K -427 -3%
VFA
153
Voya Financial Advisors
Connecticut
$86K +$79.6K +15,311 New
NFG
154
Nations Financial Group
Iowa
$82K -$733 -141 -0.9%
IFAM
155
Institutional & Family Asset Management
Colorado
$81K -$14K -2,693 -16%
Creative Planning
156
Creative Planning
Kansas
$80K +$7.19K +1,384 +10%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$79K -$15.3K -2,949 -17%
FWCM
158
Ferguson Wellman Capital Management
Oregon
$79K -$2.01K -387 -3%
LSAG
159
Lake Street Advisors Group
New Hampshire
$78K -$14.7K -2,827 -17%
JWA
160
JFS Wealth Advisors
Pennsylvania
$74K -$16 -3 -0%
PVWM
161
Point View Wealth Management
New Jersey
$74K +$70.2K +13,504 New
RFC
162
Regions Financial Corp
Alabama
$70K -$9.87K -1,898 -13%
TAM
163
Tocqueville Asset Management
New York
$66K -$32.3K -6,216 -34%
SWM
164
SeaCrest Wealth Management
New York
$63K -$1.33K -256 -2%
GT
165
Glenmede Trust
Pennsylvania
$61K +$57.8K +11,126 New
LNB
166
Ledyard National Bank
$59K -$1.52K -292 -3%
ZB
167
Zions Bancorporation
Utah
$57K +$53.8K +10,353 New
SSB
168
Sandy Spring Bank
Maryland
$51K -$1.31K -252 -3%
CAGAS
169
Capital Advisory Group Advisory Services
Minnesota
$49K +$17K +3,279 +56%
DWM
170
Destination Wealth Management
California
$47K -$1.21K -232 -3%
PCP
171
Proficio Capital Partners
Massachusetts
$43K +$3.24K +623 +9%
LWA
172
Lenox Wealth Advisors
New York
$42K -$30.4K -5,857 -44%
CFA
173
Carroll Financial Associates
North Carolina
$42K -$1.08K -207 -3%
PA
174
Parallel Advisors
California
$42K +$1.11K +214 +3%
Barclays
175
Barclays
United Kingdom
$41K -$40K -7,694 -51%