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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$20K -$12.1K -303 -40%
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
IA
203
IFP Advisors
Florida
$19K -$46.4K -1,167 -72%
APA
204
American Portfolios Advisors
New York
$18.4K +$16.7K +420 New
SCM
205
Segantii Capital Management
Hong Kong
$18K
US Bancorp
206
US Bancorp
Minnesota
$18K
AIL
207
AGF Investments LLC
Ontario, Canada
$10K -$1.35K -34 -13%
QCG
208
Quadrant Capital Group
Ohio
$10K
IP
209
Intellectus Partners
California
$9K
CTB
210
Country Trust Bank
Illinois
$9K +$7.96K +200 New
SWP
211
Stratos Wealth Partners
Ohio
$8K +$7.56K +190 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27K +$4.77K +120 New
TFS
213
TrustCore Financial Services
Tennessee
$5K +$4.69K +118 New
GWM
214
Geneos Wealth Management
Colorado
$4K -$398 -10 -9%
ASN
215
Advisory Services Network
Georgia
$4K
AWM
216
AllSquare Wealth Management
New York
$4K
HNB
217
Huntington National Bank
Ohio
$4K
FGC
218
Financial Gravity Companies
Texas
$4K +$3.34K +84 New
CFA
219
Carroll Financial Associates
North Carolina
$3K
MOS
220
MGO One Seven
Ohio
$3K +$2.82K +71 New
SEI Investments
221
SEI Investments
Pennsylvania
$2K -$1.53M -38,562 -100%
AssetMark Inc
222
AssetMark Inc
California
$2K -$3.78K -95 -70%
CTC
223
Central Trust Company
Missouri
$2K
SBL
224
Sargent Bickham Lagudis
Colorado
$2K
WA
225
Winfield Associates
Ohio
$2K