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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
201
Reilly Financial Advisors
California
$34K
LWM
202
Lenox Wealth Management
Ohio
$34K +$32.5K +976 New
DADC
203
D.A. Davidson & Co
Montana
$31K
EWM
204
Evercore Wealth Management
New York
$28K
PCP
205
Proficio Capital Partners
Massachusetts
$28K
CIA
206
ClearBridge Investments (Australia)
Australia
$26K -$6.33K -190 -20%
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$25K -$39.8K -1,195 -63%
GRP
208
Global Retirement Partners
California
$17K -$3.9K -117 -20%
GWM
209
Geneos Wealth Management
Colorado
$15K
ASN
210
Advisory Services Network
Georgia
$14K
TCOV
211
Trust Company of Vermont
Vermont
$14K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$14K +$67 +2 +0.5%
CAL
213
Capital Analysts LLC
Pennsylvania
$13.5K
MA
214
MUFG Americas
New York
$12K
TF
215
Tompkins Financial
New York
$12K
Barclays
216
Barclays
United Kingdom
$9K -$9.92K -298 -55%
BTIS
217
BB&T Investment Services
North Carolina
$9K +$2.56K +77 +43%
SEI Investments
218
SEI Investments
Pennsylvania
$9K +$6.86K +206 +572%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$8.44K
NFG
220
Next Financial Group
Texas
$8K
AIM
221
Acrospire Investment Management
Illinois
$7K -$9.99K -300 -60%
PMFA
222
Plante Moran Financial Advisors
Michigan
$7K -$7.49K -225 -53%
AssetMark Inc
223
AssetMark Inc
California
$7K -$4.2K -126 -38%
CHC
224
City Holding Co
West Virginia
$6K
CCM
225
Cribstone Capital Management
Maine
$5K