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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
401
Walled Lake Planning & Wealth Management
Illinois
$80K
FGAM
402
Financial Gravity Asset Management
Texas
$80K +$1.08K +14 New
OIA
403
Optimum Investment Advisors
Illinois
$80K +$77.3K +1,000 New
BU
404
BBVA USA
Alabama
$80K +$78K +1,009 New
RE
405
RBC Europe
United Kingdom
$78.9K
ED
406
Exane Derivatives
France
$69.8K +$61.9K +801 +2,861%
BFEC
407
Benjamin F. Edwards & Company
Missouri
$61K
HPC
408
HM Payson & Co
Maine
$59K +$7.73K +100 +16%
ADL
409
Asset Dedication LLC
California
$56K +$7.73K +100 +16%
1IA
410
1834 Investment Advisors
Wisconsin
$56K +$54.1K +700 New
First Manhattan
411
First Manhattan
New York
$53K
HFS
412
Hantz Financial Services
Michigan
$51K +$14.2K +183 +40%
AF
413
Allworth Financial
California
$48K
GRP
414
Global Retirement Partners
California
$39K -$1.55K -20 -4%
SWA
415
SOA Wealth Advisors
New York
$39K +$30.9K +400 +400%
SAM
416
Shell Asset Management
Netherlands
$38K +$21.2K +274 +136%
FP
417
Financial Perspectives
Minnesota
$37.4K
FHA
418
First Horizon Advisors
Tennessee
$37K +$31.5K +407 +617%
PVH
419
Psagot Value Holdings
Israel
$37K +$36.3K +470 New
TFGT
420
TS Financial Group (TSFG)
Illinois
$35K +$30.7K +397 +945%
PWA
421
Phoenix Wealth Advisors
North Carolina
$34K
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$33K +$29.6K +383 +1,277%
SOW
423
State of Wyoming
Wyoming
$33K +$32.1K +415 New
SSB
424
Sandy Spring Bank
Maryland
$32K -$3.87K -50 -11%
SIC
425
Salem Investment Counselors
North Carolina
$32K