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Name Holding Trade Value Shares
Change
Change in
Stake
DF
76
Donoghue Forlines
Massachusetts
$382K -$414K -17,992 -50%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$361K +$6.66K +289 +2%
SCM
78
Shelton Capital Management
Colorado
$354K +$386K +16,737 New
PAG
79
Private Advisor Group
New Jersey
$276K -$2.68M -116,534 -90%
IRC
80
Investors Research Corp
Georgia
$276K
LG
81
Leuthold Group
Minnesota
$262K
RCAG
82
Rehmann Capital Advisory Group
Michigan
$259K +$58.7K +2,549 +26%
GT
83
Greenleaf Trust
Michigan
$259K +$7.33K +318 +3%
CCP
84
Corient Capital Partners
California
$247K
VT
85
Vise Technologies
New York
$243K +$265K +11,503 New
Creative Planning
86
Creative Planning
Kansas
$240K -$40.2K -1,746 -13%
ACM
87
Ativo Capital Management
Illinois
$240K +$230 +10 +0.1%
Citigroup
88
Citigroup
New York
$236K -$1.75M -75,989 -87%
QCG
89
Quadrant Capital Group
Ohio
$236K -$44.5K -1,930 -15%
TI
90
Telemetry Investments
New York
$233K
CCA
91
Checchi Capital Advisers
California
$227K +$20.2K +876 +9%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$226K +$1.41K +61 +0.6%
FIM
93
Freedom Investment Management
Connecticut
$219K -$56.6K -2,456 -19%
SS
94
Simplicity Solutions
Minnesota
$212K +$231K +10,008 New
HA
95
HFG Advisors
Ohio
$211K +$230K +10,000 New
HighTower Advisors
96
HighTower Advisors
Illinois
$210K +$228K +9,891 New
RJT
97
Raymond James Trust
Florida
$207K -$6.93K -301 -3%
IA
98
Inspire Advisors
Idaho
$205K +$223K +9,675 New
EWA
99
EverSource Wealth Advisors
Alabama
$157K +$168K +7,294 +5,611%
EDRH
100
Edmond de Rothschild Holding
Switzerland
$129K