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Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$312K +$308K +3,170 New
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$305K +$51.7K +531 +21%
DWT
128
Dorsey & Whitney Trust
South Dakota
$296K +$290K +2,981 New
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$265K +$33.6K +345 +15%
Creative Planning
130
Creative Planning
Kansas
$264K +$9.63K +99 +4%
SC
131
Scotia Capital
Ontario, Canada
$248K
BBCM
132
Boardman Bay Capital Management
New York
$248K +$243K +2,500 New
Brown Advisory
133
Brown Advisory
Maryland
$244K +$239K +2,459 New
HB
134
Homrich & Berg
Georgia
$241K +$236K +2,425 New
CCA
135
Checchi Capital Advisers
California
$235K +$16.1K +165 +7%
FIB
136
First Interstate Bank
Montana
$228K -$4.87K -50 -2%
TI
137
Turner Investments
Pennsylvania
$203K -$82.7K -850 -29%
GC
138
Gratry & Company
Ohio
$201K
SBA
139
Seven Bridges Advisors
New York
$191K +$35K +360 +23%
IA
140
IFP Advisors
Florida
$180K +$150K +1,543 +571%
AssetMark Inc
141
AssetMark Inc
California
$166K -$6.23K -64 -4%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$113K +$9.34K +96 +9%
RWA
143
Ropes Wealth Advisors
Massachusetts
$84K +$68.2K +701 +477%
CFG
144
Citizens Financial Group
Rhode Island
$78K
MFS
145
MSI Financial Services
Massachusetts
$61K +$54.7K +562 +1,102%
FPFS
146
First Personal Financial Services
North Carolina
$61K +$59.4K +610 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$56K -$4.77K -49 -8%
Simplex Trading
148
Simplex Trading
Illinois
$50K +$50K +514 New
HPBT
149
High Point Bank & Trust
North Carolina
$47K +$17K +175 +58%
QCG
150
Quadrant Capital Group
Ohio
$45K +$21.1K +217 +66%