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Name Holding Trade Value Shares
Change
Change in
Stake
PG
201
Patten Group
Tennessee
$29K – – –
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$29K +$1.8K +100 +6%
FHA
203
First Horizon Advisors
Tennessee
$28K – – –
ZB
204
Zions Bancorporation
Utah
$24K – – –
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$23K -$5.56K -309 -19%
BBHC
206
Brown Brothers Harriman & Co
New York
$22K – – –
BC
207
Bartlett & Co
Ohio
$20K – – –
AIM
208
Acrospire Investment Management
Illinois
$18K -$75.8K -4,214 -79%
PAM
209
Panagora Asset Management
Massachusetts
$17K -$1M -55,811 -98%
Citigroup
210
Citigroup
New York
$15K -$51.7K -2,875 -77%
GWM
211
Geneos Wealth Management
Colorado
$13K +$12.8K +710 +789%
CFA
212
Camarda Financial Advisors
Florida
$13K +$13.8K +765 New
GT
213
Glenmede Trust
Pennsylvania
$12K – – –
IA
214
IFP Advisors
Florida
$10K +$1.89K +105 +22%
DSC
215
Duncker Streett & Co
Missouri
$9K – – –
NIT
216
NumerixS Investment Technologies
British Columbia, Canada
$8K -$649K -36,100 -99%
VNA
217
Valley National Advisers
Pennsylvania
$8K – – –
MCM
218
Manchester Capital Management
Vermont
$7K – – –
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
IR
221
Invictus RG
Bermuda
$5K -$386K -21,439 -99%
HNB
222
Huntington National Bank
Ohio
$5K -$4.68K -260 -48%
ASN
223
Advisory Services Network
Georgia
$5K – – –
CPA
224
Clear Perspective Advisors
Illinois
$5K – – –
GAM
225
Gemmer Asset Management
California
$5K – – –