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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lenox Wealth Advisors
New York
$31K
GT
152
Glenmede Trust
Pennsylvania
$30K -$5.22K -1,195 -14%
ME
153
McIlrath & Eck
Washington
$29K +$10.2K +2,335 +50%
SHJ
154
Sharkey, Howes & Javer
Colorado
$26K
IA
155
IFP Advisors
Florida
$26K +$11.4K +2,614 +68%
GWM
156
Geneos Wealth Management
Colorado
$24K
FCA
157
FinTrust Capital Advisors
South Carolina
$24K +$742 +170 +3%
CFG
158
CKW Financial Group
Hawaii
$23K
JIR
159
James Investment Research
Ohio
$22K +$23.2K +5,306 New
CAM
160
Cresset Asset Management
Illinois
$20K +$21K +4,808 +4,668%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$18K -$917 -210 -5%
LC
162
Lindbrook Capital
California
$18K +$1.15K +263 +6%
ASN
163
Advisory Services Network
Georgia
$17K -$52.6K -12,048 -74%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$17K +$17.9K +4,103 New
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$14K -$3.52K -806 -19%
PA
166
Parallel Advisors
California
$14K -$249 -57 -2%
MNBTD
167
Moody National Bank Trust Division
Texas
$13K +$8.46K +1,937 +151%
LWM
168
Liberty Wealth Management
California
$12K +$4.39K +1,006 +48%
LB
169
Legacy Bridge
Iowa
$10K +$10.3K +2,358 New
AF
170
Advisornet Financial
Minnesota
$10K +$10.4K +2,372 New
APA
171
American Portfolios Advisors
New York
$8.64K +$9.2K +2,106 New
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$8K
NSIM
173
North Star Investment Management
Illinois
$7K
BL
174
Balentine LLC
Georgia
$7K +$7.95K +1,820 New
VFA
175
Valeo Financial Advisors
Indiana
$6K