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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
251
Vigilant Capital Management
Maine
$74K – – –
DWM
252
Doyle Wealth Management
Florida
$73K +$72K +2,950 New
PCM
253
Prelude Capital Management
New York
$70K -$203K -8,333 -75%
QCG
254
Quadrant Capital Group
Ohio
$48K -$12.2K -499 -20%
S
255
SignatureFD
Georgia
$48K +$4.39K +180 +10%
SWM
256
SeaCrest Wealth Management
New York
$45K -$12.3K -502 -22%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$44K +$24 +1 +0.1%
GWM
258
Geneos Wealth Management
Colorado
$44K – – –
OIA
259
Optimum Investment Advisors
Illinois
$41K – – –
MWC
260
MKD Wealth Coaches
Michigan
$38K +$37.2K +1,525 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$36K -$70.2K -2,875 -66%
FCA
262
FinTrust Capital Advisors
South Carolina
$35K +$34.8K +1,427 New
PCM
263
Penserra Capital Management
California
$34K +$34.2K +1,401 New
OIA
264
OneDigital Investment Advisors
Kansas
$26K +$73 +3 +0.3%
JA
265
JOYN Advisors
Georgia
$26K +$24.8K +1,014 +2,157%
1832 Asset Management
266
1832 Asset Management
Ontario, Canada
$25K – – –
PCG
267
Private Capital Group
Connecticut
$23K -$8.06K -330 -26%
Loomis, Sayles & Company
268
Loomis, Sayles & Company
Massachusetts
$22K – – –
FPS
269
Fieldpoint Private Securities
Connecticut
$20K – – –
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.5K – – –
ASN
271
Advisory Services Network
Georgia
$19K -$15.9K -653 -45%
WT
272
Whittier Trust
California
$18K – – –
PRC
273
Pearl River Capital
Michigan
$17K +$16.9K +691 New
NFG
274
Next Financial Group
Texas
$13K +$732 +30 +6%
WAM
275
Wealthspire Advisors (Maryland)
Maryland
$10K +$4.86K +199 +101%