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Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
226
Ladenburg Thalmann Financial Services
Florida
$34K +$5.37K +115 +18%
SFWA
227
Summit Financial Wealth Advisors
Louisiana
$22K – – –
EDRH
228
Edmond de Rothschild Holding
Switzerland
$20K +$21K +450 New
EDRS
229
Edmond de Rothschild (Suisse)
Switzerland
$20K +$21K +450 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$18K +$14K +301 +266%
SIM
231
Sonora Investment Management
Arizona
$18K +$18.4K +394 New
PCM
232
Prelude Capital Management
New York
$18K +$19.5K +418 New
DADC
233
D.A. Davidson & Co
Montana
$17K +$1.49K +32 +8%
GAM
234
Gemmer Asset Management
California
$16K – – –
BL
235
Balentine LLC
Georgia
$15K – – –
W
236
Wealthfront
California
$15K +$11.3K +243 +248%
CHP
237
Cable Hill Partners
Oregon
$10K – – –
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
$8K +$8.49K +182 New
CGT
239
Capital Guardian Trust
California
$7K – – –
KT
240
Kanaly Trust
Texas
$7K +$2.38K +51 +46%
Creative Planning
241
Creative Planning
Kansas
$7K +$7.09K +152 New
HR
242
Howe & Rusling
New York
$5K – – –
Bessemer Group
243
Bessemer Group
New Jersey
$4K +$3.78K +81 New
RWM
244
Raffa Wealth Management
District of Columbia
$2.65K – – –
First Manhattan
245
First Manhattan
New York
$2K – – –
FPFS
246
First Personal Financial Services
North Carolina
$2K – – –
MA
247
MUFG Americas
New York
$2K – – –
WA
248
WFG Advisors
Texas
$2K – – –
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$2K +$1.73K +37 +218%
BGIM
250
Brandywine Global Investment Management
Pennsylvania
$1K -$3.66M -78,367 -100%