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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$123K -$10.9K -144 -9%
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$119K +$12K +158 +12%
SSB
203
Sandy Spring Bank
Maryland
$110K
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$96K +$758 +10 +0.8%
WA
205
WFG Advisors
Texas
$85K +$81K +1,069 New
PSC
206
Prentiss Smith & Co
Vermont
$77K -$71.8K -948 -49%
NIPH
207
NN Investment Partners Holdings
Netherlands
$76K
IA
208
IFP Advisors
Florida
$71K -$18K -238 -21%
PCP
209
Proficio Capital Partners
Massachusetts
$66K
NSIM
210
North Star Investment Management
Illinois
$56K
CAW
211
Cornerstone Advisors (Washington)
Washington
$37K
GBBWRPM
212
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K
DADC
213
D.A. Davidson & Co
Montana
$32K
HNB
214
Huntington National Bank
Ohio
$28K +$26.8K +354 New
GT
215
Glenmede Trust
Pennsylvania
$27K
GWS
216
Glassman Wealth Services
Virginia
$22K
FHA
217
First Horizon Advisors
Tennessee
$15K
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$15K +$5.91K +78 +73%
ASN
219
Advisory Services Network
Georgia
$14K +$12.7K +167 +1,113%
GWM
220
Geneos Wealth Management
Colorado
$11K +$10.8K +142 New
SEI Investments
221
SEI Investments
Pennsylvania
$5K -$545K -7,196 -99%
CTC
222
Central Trust Company
Missouri
$5K +$4.62K +61 New
FANJ
223
Financial Architects (New Jersey)
New Jersey
$4K
PA
224
Parallel Advisors
California
$4K
QI
225
QS Investors
New York
$3K