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Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$74K +$37.9K +1,238 +107%
GRP
102
Global Retirement Partners
California
$64K
SGAM
103
Smith Group Asset Management
Texas
$52K +$613 +20 +1%
TPCW
104
TD Private Client Wealth
New York
$48.6K +$48.1K +1,570 New
LC
105
Lindbrook Capital
California
$47K -$7.08K -231 -13%
SPIA
106
Steward Partners Investment Advisory
New York
$44K +$28.4K +927 +179%
NFG
107
Next Financial Group
Texas
$44K +$43.7K +1,426 New
CIA
108
CSat Investment Advisory
Michigan
$44K +$43.8K +1,430 New
GT
109
Glenmede Trust
Pennsylvania
$43K -$75.3K -2,458 -64%
FGAM
110
Financial Gravity Asset Management
Texas
$31K -$306 -10 -14%
ASN
111
Advisory Services Network
Georgia
$29K +$11.8K +384 +70%
FPS
112
Fieldpoint Private Securities
Connecticut
$26K
GWM
113
Geneos Wealth Management
Colorado
$26K
AF
114
Advisornet Financial
Minnesota
$26K +$5.24K +171 +25%
ZB
115
Zions Bancorporation
Utah
$18K -$2.27K -74 -11%
VFA
116
Valeo Financial Advisors
Indiana
$18K
TCWM
117
Total Clarity Wealth Management
Illinois
$18K +$17.7K +578 New
WEC
118
Winslow Evans & Crocker
Massachusetts
$16K -$2.33K -76 -13%
BFC
119
Bedel Financial Consulting
Indiana
$15K
AWM
120
AllSquare Wealth Management
New York
$14K
FRA
121
Front Row Advisors
California
$14K
JP Morgan Chase
122
JP Morgan Chase
New York
$14K +$1.38K +45 +11%
TRCT
123
Tower Research Capital (TRC)
New York
$14K +$14.2K +465 New
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$11K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$10K +$4.07K +133 +73%