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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
101
Proficio Capital Partners
Massachusetts
$34K +$15.4K +527 +103%
TDC
102
Thompson Davis & Co
Virginia
$32K -$9.71K -332 -25%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$29K -$347K -11,881 -93%
GRP
104
Global Retirement Partners
California
$29K +$26.1K +891 New
QCG
105
Quadrant Capital Group
Ohio
$27K -$10.6K -363 -28%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$27K +$351 +12 +1%
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$26K
Lazard Asset Management
108
Lazard Asset Management
New York
$25K -$78.6M -2,686,037 -100%
PWM
109
Perigon Wealth Management
California
$21K +$5.21K +178 +38%
WIM
110
Westside Investment Management
California
$19.7K +$17.5K +600 New
LIA
111
LS Investment Advisors
Michigan
$19K
ZB
112
Zions Bancorporation
Utah
$18K -$6.43K -220 -28%
IA
113
IFP Advisors
Florida
$15K +$7.87K +269 +135%
WA
114
Winfield Associates
Ohio
$14K +$2.49K +85 +25%
PA
115
Parallel Advisors
California
$11K +$9.59K +328 New
RWA
116
Ropes Wealth Advisors
Massachusetts
$11K +$10.2K +350 New
JP Morgan Chase
117
JP Morgan Chase
New York
$10K +$1.81K +62 +26%
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$8K -$13.1K -449 -65%
SPIA
119
Steward Partners Investment Advisory
New York
$8K +$8.01K +274 New
WA
120
WealthTrust-Arizona
Arizona
$6K
CAW
121
Cornerstone Advisors (Washington)
Washington
$6K +$3.8K +130 +317%
NFG
122
Next Financial Group
Texas
$5K -$2.92K -100 -40%
WC
123
Whitnell & Co
Illinois
$5K
RFA
124
Reilly Financial Advisors
California
$4K
WTC
125
WhitTier Trust Company
Nevada
$4K