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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Acrospire Investment Management
Illinois
$38K +$38K +2,052 New
SFSIG
302
San Francisco Sentry Investment Group
California
$35K +$34.9K +1,885 New
FANJ
303
Financial Architects (New Jersey)
New Jersey
$33K +$3.91K +211 +14%
CPIG
304
Chicago Partners Investment Group
Illinois
$33K +$32.8K +1,770 New
IA
305
IFP Advisors
Florida
$29K -$67K -3,616 -70%
WTC
306
WhitTier Trust Company
Nevada
$29K -$296 -16 -1%
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$28K +$3.19K +172 +13%
WAM
309
Wolverine Asset Management
Illinois
$27K
Bessemer Group
310
Bessemer Group
New Jersey
$27K +$26.9K +1,454 New
PO
311
Private Ocean
California
$26K
AOWM
312
Alpha Omega Wealth Management
Virginia
$24K
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$21K +$1.07K +58 +5%
GLI
314
Guardian Life Insurance
New York
$20K -$13.9K -748 -41%
JWA
315
JFS Wealth Advisors
Pennsylvania
$20K
FPB
316
First PREMIER Bank
South Dakota
$17K
Creative Planning
317
Creative Planning
Kansas
$16K -$18.1K -978 -53%
QCG
318
Quadrant Capital Group
Ohio
$15K +$7.91K +427 +97%
WIM
319
Westside Investment Management
California
$13.7K +$13.7K +740 New
CHP
320
Cable Hill Partners
Oregon
$13K
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$13K +$333 +18 +3%
HS
322
Horan Securities
United States
$10K
PA
323
Parallel Advisors
California
$10K +$1.17K +63 +15%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$9K
CGT
325
Capital Guardian Trust
California
$8K -$6.69M -360,891 -100%