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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$172K
AAM
302
Advisors Asset Management
Colorado
$165K +$6.32K +297 +4%
NEI
303
Northwest & Ethical Investments
Ontario, Canada
$161K +$36.1K +1,700 +27%
PCG
304
Private Capital Group
Connecticut
$117K +$87.7K +4,124 +249%
DZ Bank
305
DZ Bank
Germany
$115K +$120K +5,640 New
C
306
Cerebellum
California
$110K +$115K +5,420 New
IA
307
IFP Advisors
Florida
$83K
CTC
308
Central Trust Company
Missouri
$81K
IP
309
Intellectus Partners
California
$80K
KBC Group
310
KBC Group
Belgium
$80K +$83.3K +3,916 New
HDIM
311
Hanson & Doremus Investment Management
Vermont
$79K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$73K -$8.21K -386 -10%
Bessemer Group
313
Bessemer Group
New Jersey
$69K
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$61K
EWM
315
Edge Wealth Management
New York
$61K +$63.8K +3,000 New
HSA
316
Hussman Strategic Advisors
Maryland
$61K +$63.8K +3,000 New
APP
317
Avantax Planning Partners
Iowa
$50K +$52.5K +2,468 New
PCM
318
Prelude Capital Management
New York
$49K +$45.3K +2,131 +786%
IWM
319
IHT Wealth Management
Illinois
$46K -$17K -800 -25%
SWP
320
Stratos Wealth Partners
Ohio
$41K -$48.4K -2,275 -53%
CCM
321
Covington Capital Management
California
$41K
WEC
322
Winslow Evans & Crocker
Massachusetts
$40.6K
AssetMark Inc
323
AssetMark Inc
California
$38K +$40.3K +1,894 New
AIL
324
AGF Investments LLC
Ontario, Canada
$34K +$31.4K +1,479 +594%
ClearBridge Investments
325
ClearBridge Investments
New York
$31K