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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
ARK Investment Management
Florida
$47K +$15.9K +945 +51%
PK
202
Pflug Koory
Nebraska
$44K -$3.36K -200 -7%
OMCS
203
Old Mutual Customised Solutions
South Africa
$43K
JWA
204
JFS Wealth Advisors
Pennsylvania
$42K
AssetMark Inc
205
AssetMark Inc
California
$37K -$269 -16 -0.7%
OC
206
Oakworth Capital
Alabama
$36K
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$29K -$18.7K -1,111 -39%
JP Morgan Chase
208
JP Morgan Chase
New York
$28K +$3.95K +235 +17%
IA
209
IndexIQ Advisors
New York
$26K +$25.3K +1,505 New
LNB
210
Ledyard National Bank
$24K
WTB
211
Washington Trust Bank
Washington
$24K +$23.6K +1,400 New
CM
212
CoreCommodity Management
Connecticut
$21K -$393K -23,356 -95%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$21K -$17 -1 -0.1%
SFG
214
SevenBridge Financial Group
Pennsylvania
$21K
IA
215
IFP Advisors
Florida
$19K
WCBA
216
Weaver C. Barksdale & Associates
Tennessee
$18K +$2.47K +147 +16%
AIS
217
Accurate Investment Solutions
Pennsylvania
$16K
SIAS
218
Shine Investment Advisory Services
Colorado
$9K +$8.53K +507 New
GAM
219
Gemmer Asset Management
California
$8K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$7K
TWA
221
TCI Wealth Advisors
Arizona
$7K
GRP
222
Global Retirement Partners
California
$7K +$2.09K +124 +44%
TDC
223
Thompson Davis & Co
Virginia
$5K
CFG
224
Citizens Financial Group
Rhode Island
$5K +$1.5K +89 +47%
HNB
225
Huntington National Bank
Ohio
$5K +$4.69K +279 New