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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Conway Capital Management
California
$53.5K
Creative Planning
102
Creative Planning
Kansas
$51K -$313 -51 -0.4%
PAMS
103
Pictet Asset Management (Switzerland)
Switzerland
$46K
BEI
104
Benjamin Edwards Inc
Missouri
$46K +$66.4K +10,832 New
VFA
105
Valeo Financial Advisors
Indiana
$43K
Macquarie Group
106
Macquarie Group
Australia
$34K
APA
107
American Portfolios Advisors
New York
$28.4K -$3.06K -500 -7%
FMP
108
Financial Management Professionals
Texas
$21K
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$19K +$34.7K +5,670 New
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K -$30.6K -5,000 -55%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$13K +$12.2K +1,995 +205%
HWM
112
HighMark Wealth Management
Minnesota
$11K
IA
113
IFP Advisors
Florida
$7K +$9.19K +1,500 +10,000%
LFASL
114
Lugano Financial Advisors SA (LFA)
Switzerland
$6K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$5K
VNA
116
Valley National Advisers
Pennsylvania
$4K
NFSG
117
Newbridge Financial Services Group
Florida
$4K +$6.13K +1,000 New
HCP
118
Hexagon Capital Partners
Arkansas
$3K
IWP
119
IAG Wealth Partners
Wisconsin
$3K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$3K +$4.21K +687 New
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$2K -$6.13K -1,000 -70%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$2K +$2.64K +431 New
HNWAG
123
High Net Worth Advisory Group
Florida
$2K +$3.06K +500 New
JWA
124
JFS Wealth Advisors
Pennsylvania
$1K
MIM
125
Macroview Investment Management
Maryland
$1K