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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Oppenheimer Asset Management
New York
$28K – – –
FGAM
227
Financial Gravity Asset Management
Texas
$24K +$1.32K +35 +6%
SPIA
228
Steward Partners Investment Advisory
New York
$24K +$23.3K +617 New
HWA
229
Heritage Wealth Advisors
Virginia
$23.5K – – –
NFG
230
Next Financial Group
Texas
$21K +$19.9K +526 New
SSB
231
Sandy Spring Bank
Maryland
$19K – – –
LWM
232
Lenox Wealth Management
Ohio
$17K – – –
CI
233
CX Institutional
Indiana
$16K – – –
TCOV
234
Trust Company of Vermont
Vermont
$16K – – –
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$832 +22 +6%
PCP
236
Proficio Capital Partners
Massachusetts
$16K +$4.61K +122 +42%
CAL
237
Capital Analysts LLC
Pennsylvania
$15K – – –
FHA
238
First Horizon Advisors
Tennessee
$15K – – –
HPC
239
HM Payson & Co
Maine
$15K +$13.9K +368 New
APA
240
American Portfolios Advisors
New York
$14.5K – – –
CSS
241
Cubist Systematic Strategies
Connecticut
$14K -$976K -25,800 -99%
MWM
242
Mascoma Wealth Management
New Hampshire
$14K – – –
FHA
243
Flagship Harbor Advisors
Massachusetts
$13K +$7.6K +201 +146%
TCM
244
Tradewinds Capital Management
Washington
$12K – – –
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$8K +$7.45K +197 New
WT
246
Whittier Trust
California
$7K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$7K +$2.84K +75 +67%
AF
248
Allworth Financial
California
$6K – – –
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
AIS
250
AlphaOne Investment Services
Pennsylvania
$5K – – –