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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$153K – – –
NFG
202
Next Financial Group
Texas
$153K +$147K +3,154 New
WAM
203
Wolverine Asset Management
Illinois
$136K – – –
TAM
204
Tyers Asset Management
Texas
$132K – – –
IA
205
IFP Advisors
Florida
$132K +$126K +2,714 New
QCG
206
Quadrant Capital Group
Ohio
$100K – – –
MRCM
207
M&R Capital Management
New Jersey
$96K – – –
LIA
208
LS Investment Advisors
Michigan
$92K – – –
RCM
209
Riverhead Capital Management
Delaware
$92K – – –
BC
210
Bartlett & Co
Ohio
$73K +$69.7K +1,500 New
BCWM
211
Bartlett & Co Wealth Management
Ohio
$72.7K +$69.7K +1,500 New
VCM
212
Versant Capital Management
Arizona
$69K +$465 +10 +0.7%
PCM
213
Penserra Capital Management
California
$65K +$63K +1,356 New
PA
214
Parallel Advisors
California
$61K +$6.78K +146 +13%
GWM
215
Geneos Wealth Management
Colorado
$58K – – –
APA
216
American Portfolios Advisors
New York
$57.5K +$51.6K +1,110 +1,423%
FCA
217
FinTrust Capital Advisors
South Carolina
$56K -$35.7K -768 -40%
PCG
218
Private Capital Group
Connecticut
$50K +$39.2K +844 +477%
BWM
219
BerganKDV Wealth Management
Minnesota
$48K – – –
CFA
220
Carroll Financial Associates
North Carolina
$48K – – –
SWA
221
Sutton Wealth Advisors
Florida
$41.4K – – –
WT
222
Whittier Trust
California
$31K – – –
S
223
SignatureFD
Georgia
$30K +$14.6K +315 +102%
MAM
224
Meeder Asset Management
Ohio
$30K +$28.9K +622 New
DAM
225
Delta Asset Management
Tennessee
$29K – – –