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Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthPLAN Partners
Nebraska
$212K +$247K +4,780 New
HHAM
552
HITE Hedge Asset Management
Massachusetts
$208K +$217K +4,200 New
MCM
553
Manchester Capital Management
Vermont
$207K
MS
554
Maven Securities
Jersey
$207K +$217K +4,196 New
SF
555
Synovus Financial
Georgia
$204K +$39.5K +764 +23%
TU
556
TDAM USA
Ontario, Canada
$204K +$213K +4,128 New
LC
557
Lourd Capital
California
$202K +$211K +4,080 New
HIC
558
Hartline Investment Corp
Illinois
$201K +$210K +4,064 New
YWP
559
YorkBridge Wealth Partners
New York
$200K -$24.6K -476 -11%
QI
560
QS Investors
New York
$195K
NWM
561
Northwest Wealth Management
Iowa
$184K
HFM
562
Harvest Fund Management
China
$184K +$192K +3,724 New
FPFS
563
First Personal Financial Services
North Carolina
$179K
RIM
564
Rampart Investment Management
Connecticut
$175K -$4.45M -86,032 -48%
LS
565
Livforsakringsbolaget Skandia
Sweden
$168K -$103K -2,000 -37%
FPS
566
Fieldpoint Private Securities
Connecticut
$168K -$10.3K -200 -6%
PA
567
Parallel Advisors
California
$167K
TFA
568
Transamerica Financial Advisors
Florida
$166K -$9.71K -188 -5%
ML
569
McAdam LLC
Pennsylvania
$166K
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$161K -$13.6K -264 -8%
TCOV
571
Trust Company of Vermont
Vermont
$157K -$41.3K -800 -20%
EDRH
572
Edmond de Rothschild Holding
Switzerland
$156K -$86.8K -1,680 -35%
PWAG
573
Polaris Wealth Advisory Group
California
$154K +$161K +3,120 New
EWM
574
Edge Wealth Management
New York
$142K
WC
575
Whitnell & Co
Illinois
$138K