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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
176
Moody National Bank Trust Division
Texas
$123K +$123K +17,486 New
AAM
177
American Asset Management
Florida
$119K -$2.8K -400 -2%
MML Investors Services
178
MML Investors Services
Massachusetts
$119K +$35K +4,997 +42%
IP
179
Intellectus Partners
California
$113K
JWA
180
JFS Wealth Advisors
Pennsylvania
$112K
RJT
181
Raymond James Trust
Florida
$112K +$6.55K +934 +6%
BF
182
BOK Financial
Oklahoma
$110K +$7.01K +1,000 +7%
BTS
183
BB&T Securities
Virginia
$107K -$8.92K -1,273 -8%
Federated Hermes
184
Federated Hermes
Pennsylvania
$107K +$106K +15,144 New
GI
185
Glovista Investments
New Jersey
$106K +$26.9K +3,844 +35%
RFC
186
Regions Financial Corp
Alabama
$102K -$2.87K -410 -3%
Creative Planning
187
Creative Planning
Kansas
$100K
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$89K +$34.2K +4,885 +62%
HH
189
Hilltop Holdings
Texas
$77K +$4.21K +600 +6%
HJIM
190
Henry James International Management
New York
$77K +$76.4K +10,898 New
BRWM
191
B. Riley Wealth Management
Tennessee
$74K +$73.4K +10,475 New
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$73K +$1.04K +148 +1%
CPIG
193
Chicago Partners Investment Group
Illinois
$65K +$6.31K +900 +7%
WAM
194
Wolverine Asset Management
Illinois
$64K -$195K -27,875 -75%
MYIA
195
Mount Yale Investment Advisors
Colorado
$63K -$70 -10 -0.1%
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$63K
Lazard Asset Management
197
Lazard Asset Management
New York
$58K -$99.9K -14,260 -63%
CG
198
Cutler Group
California
$56K +$53.3K +7,600 +1,827%
SWP
199
Stratos Wealth Partners
Ohio
$56K +$56.1K +8,004 New
CAW
200
Cornerstone Advisors (Washington)
Washington
$55K +$3.34K +477 +7%