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Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$42K – – –
RFA
202
Reilly Financial Advisors
California
$34K – – –
LWM
203
Lenox Wealth Management
Ohio
$34K +$32.5K +976 New
DADC
204
D.A. Davidson & Co
Montana
$31K – – –
EWM
205
Evercore Wealth Management
New York
$28K – – –
PCP
206
Proficio Capital Partners
Massachusetts
$28K – – –
CIA
207
ClearBridge Investments (Australia)
Australia
$26K -$6.33K -190 -20%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$25K -$39.8K -1,195 -63%
GRP
209
Global Retirement Partners
California
$17K -$3.9K -117 -20%
GWM
210
Geneos Wealth Management
Colorado
$15K – – –
ASN
211
Advisory Services Network
Georgia
$14K – – –
TCOV
212
Trust Company of Vermont
Vermont
$14K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$14K +$67 +2 +0.5%
CAL
214
Capital Analysts LLC
Pennsylvania
$13.5K – – –
MA
215
MUFG Americas
New York
$12K – – –
TF
216
Tompkins Financial
New York
$12K – – –
Barclays
217
Barclays
United Kingdom
$9K -$9.92K -298 -55%
BTIS
218
BB&T Investment Services
North Carolina
$9K +$2.56K +77 +43%
SEI Investments
219
SEI Investments
Pennsylvania
$9K +$6.86K +206 +572%
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$8.44K – – –
NFG
221
Next Financial Group
Texas
$8K – – –
AIM
222
Acrospire Investment Management
Illinois
$7K -$9.99K -300 -60%
PMFA
223
Plante Moran Financial Advisors
Michigan
$7K -$7.49K -225 -53%
AssetMark Inc
224
AssetMark Inc
California
$7K -$4.2K -126 -38%
CHC
225
City Holding Co
West Virginia
$6K – – –