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Name Holding Trade Value Shares
Change
Change in
Stake
LGF
301
LGT Group Foundation
Liechtenstein
$159K -$2.88K -299 -2%
RP
302
Riverbridge Partners
Minnesota
$157K -$42.2K -4,385 -20%
ASN
303
Advisory Services Network
Georgia
$156K +$11.1K +1,155 +7%
National Bank of Canada
304
National Bank of Canada
Quebec, Canada
$156K +$10.6K +1,099 +7%
JWCA
305
J.W. Cole Advisors
Florida
$156K -$5.32K -552 -3%
MHC
306
Meyer Handelman Company
New York
$154K
BFS
307
Beacon Financial Strategies
North Carolina
$154K
YIM
308
Yoffe Investment Management
Pennsylvania
$153K
GT
309
Greenleaf Trust
Michigan
$153K -$2.09K -217 -1%
SMH
310
Sanders Morris Harris
Texas
$150K +$161K +16,700 New
QWP
311
Quotient Wealth Partners
Texas
$149K +$4.83K +502 +3%
STA
312
Summit Trail Advisors
New York
$148K +$6.45K +670 +4%
BRWA
313
B. Riley Wealth Advisors
Florida
$147K +$2.93K +304 +2%
MC
314
Moors & Cabot
Massachusetts
$147K -$16.4K -1,702 -9%
Bank of Nova Scotia
315
Bank of Nova Scotia
Ontario, Canada
$147K +$157K +16,334 New
JG
316
Jain Global
New York
$146K -$83K -8,616 -35%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$146K -$19.9K -2,068 -11%
AAS
318
Ameritas Advisory Services
Nebraska
$145K +$56.6K +5,874 +57%
ONB
319
Old National Bancorp
Indiana
$140K +$1.34K +139 +0.9%
SRC
320
Sage Rhino Capital
California
$139K +$530 +55 +0.4%
CCA
321
Checchi Capital Advisers
California
$138K +$1.54K +160 +1%
AF
322
Allworth Financial
California
$137K +$23.5K +2,442 +19%
CIA
323
Concurrent Investment Advisors
Florida
$137K -$7.43K -771 -5%
FAFN
324
First Affirmative Financial Network
Colorado
$136K +$147K +15,217 New
IWM
325
IHT Wealth Management
Illinois
$136K -$16.7K -1,731 -10%