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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
276
OneDigital Investment Advisors
Kansas
$30K +$91 +3 +0.3%
EA
277
Edge Advisors
Georgia
$28K
Barrow, Hanley, Mewhinney & Strauss
278
Barrow, Hanley, Mewhinney & Strauss
Texas
$26K
FPS
279
Fieldpoint Private Securities
Connecticut
$23K +$24K +795 New
WT
280
Whittier Trust
California
$20K
ASN
281
Advisory Services Network
Georgia
$19K -$1.72K -57 -8%
NFG
282
Next Financial Group
Texas
$18K
Loomis, Sayles & Company
283
Loomis, Sayles & Company
Massachusetts
$16K -$7.62K -252 -31%
VFA
284
Valeo Financial Advisors
Indiana
$14K +$14.4K +476 New
IWM
285
IHT Wealth Management
Illinois
$11K
GWM
286
Geneos Wealth Management
Colorado
$11K +$12.1K +400 New
AW
287
Alpha Windward
Massachusetts
$10K
IA
288
IFP Advisors
Florida
$8K -$726 -24 -8%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$7K -$68K -2,248 -90%
WTC
290
WhitTier Trust Company
Nevada
$7K
CHP
291
Cable Hill Partners
Oregon
$7K +$7.2K +238 New
VIA
292
Vantage Investment Advisors
Pennsylvania
$7K +$7.56K +250 New
AIL
293
AGF Investments LLC
Ontario, Canada
$6K -$10.1K -334 -63%
FHA
294
First Horizon Advisors
Tennessee
$6K -$1.21K -40 -16%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$6K
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$6K +$272 +9 +4%
RE
297
RBC Europe
United Kingdom
$5.71K +$6.05K +200 New
IP
298
Intellectus Partners
California
$5K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.23K +173 New
CFG
300
Citizens Financial Group
Rhode Island
$4K