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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
$32K -$23.3K -335 -41%
AIM
377
Advantage Investment Management
Iowa
$25K
SAMC
378
Shinko Asset Management Company
Japan
$25K
FIB
379
First Interstate Bank
Montana
$24K
GWM
380
Geneos Wealth Management
Colorado
$21K +$4.17K +60 +23%
NCM
381
Nelson Capital Management
California
$20K
IA
382
IFP Advisors
Florida
$17K -$468K -6,732 -96%
GWS
383
Glassman Wealth Services
Virginia
$15K
IR
384
Invictus RG
Bermuda
$13K -$5.77K -83 -30%
VCM
385
Versant Capital Management
Arizona
$13K +$625 +9 +5%
TWA
386
TCI Wealth Advisors
Arizona
$12K
Lazard Asset Management
387
Lazard Asset Management
New York
$12K +$6.12K +88 +84%
MFW
388
Mosaic Family Wealth
Missouri
$11K +$347 +5 +3%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$10K +$556 +8 +6%
BL
390
Balentine LLC
Georgia
$9K
ST
391
Smithfield Trust
Pennsylvania
$9K
PWM
392
Perigon Wealth Management
California
$8K +$8.69K +125 New
PI
393
PineBridge Investments
New York
$7K +$7.58K +109 New
NC
394
NewSquare Capital
Pennsylvania
$5K -$2.02K -29 -27%
CFA
395
Carroll Financial Associates
North Carolina
$5K -$695 -10 -10%
AssetMark Inc
396
AssetMark Inc
California
$5K
GBT
397
Grove Bank & Trust
Florida
$5K +$5.56K +80 New
AC
398
Alexandria Capital
Virginia
$4K -$13.9K -200 -78%
ASN
399
Advisory Services Network
Georgia
$3K
CFA
400
Camarda Financial Advisors
Florida
$3K