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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$29K +$1.8K +100 +6%
FHA
202
First Horizon Advisors
Tennessee
$28K
ZB
203
Zions Bancorporation
Utah
$24K
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$23K -$5.56K -309 -19%
BBHC
205
Brown Brothers Harriman & Co
New York
$22K
BC
206
Bartlett & Co
Ohio
$20K
AIM
207
Acrospire Investment Management
Illinois
$18K -$75.8K -4,214 -79%
PAM
208
Panagora Asset Management
Massachusetts
$17K -$1M -55,811 -98%
Citigroup
209
Citigroup
New York
$15K -$51.7K -2,875 -77%
GWM
210
Geneos Wealth Management
Colorado
$13K +$12.8K +710 +789%
CFA
211
Camarda Financial Advisors
Florida
$13K +$13.8K +765 New
GT
212
Glenmede Trust
Pennsylvania
$12K
IA
213
IFP Advisors
Florida
$10K +$1.89K +105 +22%
DSC
214
Duncker Streett & Co
Missouri
$9K
NIT
215
NumerixS Investment Technologies
British Columbia, Canada
$8K -$649K -36,100 -99%
VNA
216
Valley National Advisers
Pennsylvania
$8K
MCM
217
Manchester Capital Management
Vermont
$7K
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$6K
IR
220
Invictus RG
Bermuda
$5K -$386K -21,439 -99%
HNB
221
Huntington National Bank
Ohio
$5K -$4.68K -260 -48%
ASN
222
Advisory Services Network
Georgia
$5K
CPA
223
Clear Perspective Advisors
Illinois
$5K
GAM
224
Gemmer Asset Management
California
$5K
RFS
225
Rockefeller Financial Services
New York
$4K -$3.08K -171 -41%