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Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
201
Fidelity International
Bermuda
$37K +$39.7K +700 New
CWM
202
Catamount Wealth Management
Connecticut
$34K +$25.5K +450 +225%
AIG
203
American International Group
New York
$32K
PIM
204
Partner Investment Management
California
$27K
CI
205
CAZ Investments
Texas
$26K
OIA
206
OneDigital Investment Advisors
Kansas
$26K
FANJ
207
Financial Architects (New Jersey)
New Jersey
$21K +$22.7K +400 New
GWM
208
Geneos Wealth Management
Colorado
$16K +$7.37K +130 +74%
PCG
209
Private Capital Group
Connecticut
$15K +$17K +300 New
IA
210
IFP Advisors
Florida
$14K +$14.2K +250 +1,000%
PA
211
Parallel Advisors
California
$14K +$14.9K +263 New
RCAG
212
Rehmann Capital Advisory Group
Michigan
$13.6K
MSA
213
Marino Stram & Associates
Massachusetts
$13K
FCH
214
Freestone Capital Holdings
Washington
$12K +$12.8K +225 New
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K +$11.3K +200 New
WT
216
Whittier Trust
California
$9K
FHA
217
First Horizon Advisors
Tennessee
$7K
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$7K +$8K +141 New
FGAM
219
Financial Gravity Asset Management
Texas
$6K
ATC
220
Adirondack Trust Company
New York
$5K +$5.1K +90 New
CFD
221
Creative Financial Designs
Indiana
$5K +$5.67K +100 New
SBL
222
Sargent Bickham Lagudis
Colorado
$5K +$5.67K +100 New
SMFS
223
Squar Milner Financial Services
California
$5K +$5.9K +104 New
SEI Investments
224
SEI Investments
Pennsylvania
$4K +$7.83K +138 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$3K