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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
301
Private Capital Group
Connecticut
$36K +$45.3K +1,391 +804%
PAM
302
Panagora Asset Management
Massachusetts
$35K -$37.3K -1,144 -42%
First Manhattan
303
First Manhattan
New York
$33K +$4.04K +124 +9%
CWM
304
Catamount Wealth Management
Connecticut
$28K
SWP
305
Stratos Wealth Partners
Ohio
$26K -$8.24K -253 -18%
SF
306
Synovus Financial
Georgia
$25K -$82.1K -2,521 -70%
ASN
307
Advisory Services Network
Georgia
$24K -$289K -8,877 -89%
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$24K -$29.3K -899 -46%
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$21K -$378K -11,602 -93%
IIC
310
Integrated Investment Consultants
Michigan
$19K +$26.9K +825 New
RIA
311
RPG Investment Advisory
California
$18K
RFC
312
Regions Financial Corp
Alabama
$18K +$15.8K +485 +156%
DWM
313
Destination Wealth Management
California
$18K +$26.1K +800 New
FPS
314
Fieldpoint Private Securities
Connecticut
$17K +$24.9K +766 New
IWM
315
IHT Wealth Management
Illinois
$15K -$28.6K -878 -56%
CC
316
Claybrook Capital
Massachusetts
$13K
WTC
317
WhitTier Trust Company
Nevada
$13K +$7.43K +228 +63%
LF
318
Lee Financial
Texas
$12K +$17.9K +550 New
NSIM
319
North Star Investment Management
Illinois
$11K +$3.26K +100 +25%
RCG
320
Ruggie Capital Group
Florida
$11K +$7.33K +225 +82%
APP
321
Avantax Planning Partners
Iowa
$11K +$16.6K +511 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$10K -$7.88K -242 -35%
PCP
323
Proficio Capital Partners
Massachusetts
$9K -$14.2K -437 -53%
SIS
324
Sound Income Strategies
Florida
$9K +$2.15K +66 +21%
DMK
325
David M. Knott
$8K