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Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
301
BB&T Investment Services
North Carolina
$180K +$12.1K +187 +8%
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$164K +$30.7K +473 +23%
AWM
303
Avior Wealth Management
Nebraska
$161K +$159K +2,456 New
FWM
304
Focused Wealth Management
New York
$157K +$156K +2,400 New
ICOM
305
Investment Counselors of Maryland
Maryland
$144K
MCM
306
Manchester Capital Management
Vermont
$121K
DCM
307
Delpha Capital Management
New York
$109K +$108K +1,665 New
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$107K -$10.6K -163 -9%
AssetMark Inc
309
AssetMark Inc
California
$103K +$36.9K +568 +57%
RS
310
Robeco Schweiz
Switzerland
$102K -$64.9K -1,000 -39%
FIM
311
Foresters Investment Management
New York
$85K +$8.76K +135 +12%
YWP
312
YorkBridge Wealth Partners
New York
$81K
Fuller & Thaler Asset Management
313
Fuller & Thaler Asset Management
California
$79K +$77.9K +1,200 New
RE
314
RBC Europe
United Kingdom
$65.2K
PCG
315
Private Capital Group
Connecticut
$63K +$62K +955 New
IWM
316
IHT Wealth Management
Illinois
$50K
WEC
317
Winslow Evans & Crocker
Massachusetts
$44.5K
AIM
318
Advantage Investment Management
Iowa
$36K -$1.3K -20 -4%
BCP
319
Blackhawk Capital Partners
Wisconsin
$36K +$35.7K +550 New
TRCT
320
Tower Research Capital (TRC)
New York
$35K +$1.43K +22 +4%
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
KF
322
Krilogy Financial
Missouri
$33K
IA
323
IFP Advisors
Florida
$32K +$1.43K +22 +5%
LNB
324
Ledyard National Bank
$31K
PWM
325
Perigon Wealth Management
California
$31K +$16.6K +255 +116%