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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$201K -$15.5K -110 -7%
LTFS
402
Ladenburg Thalmann Financial Services
Florida
$201K -$9.86K -70 -5%
ACA
403
Atlas Capital Advisors
Wyoming
$199K +$199K +1,413 New
PRC
404
Pearl River Capital
Michigan
$197K +$178K +1,260 +887%
GWM
405
Geneos Wealth Management
Colorado
$190K – – –
BWA
406
Burt Wealth Advisors
Maryland
$188K – – –
WT
407
Whittier Trust
California
$172K +$29.9K +212 +21%
SBSB
408
Sullivan, Bruyette, Speros & Blaney
Virginia
$169K +$169K +1,200 New
BCA
409
Berman Capital Advisors
Georgia
$168K -$141 -1 -0.1%
NFG
410
Next Financial Group
Texas
$168K +$44.5K +316 +36%
VFA
411
Valeo Financial Advisors
Indiana
$155K -$32.4K -230 -17%
TL
412
TrueWealth LLC
Georgia
$153K +$141 +1 +0.1%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$128K -$4.23K -30 -3%
SPIA
414
Steward Partners Investment Advisory
New York
$117K – – –
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$116K +$27.3K +194 +31%
CFG
416
Citizens Financial Group
Rhode Island
$115K -$43.1K -306 -27%
HFM
417
Harvest Fund Management
China
$112K +$113K +799 New
PFBT
418
Parkside Financial Bank & Trust
Missouri
$111K +$423 +3 +0.4%
BCI
419
Brinker Capital Investments
Pennsylvania
$103K – – –
PK
420
Pflug Koory
Nebraska
$98K – – –
SIC
421
Salem Investment Counselors
North Carolina
$98K – – –
First Manhattan
422
First Manhattan
New York
$97K – – –
TC
423
Truvestments Capital
Florida
$91K – – –
QCG
424
Quadrant Capital Group
Ohio
$84K +$2.11K +15 +3%
APA
425
American Portfolios Advisors
New York
$81.9K +$8.74K +62 +12%