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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$850 – – –
BWP
202
Baldwin Wealth Partners
Massachusetts
$765 – – –
CWC
203
Carolinas Wealth Consulting
North Carolina
$459 +$17 +1 +4%
JWA
204
JFS Wealth Advisors
Pennsylvania
$357 -$157 -9 -30%
GWS
205
Glassman Wealth Services
Virginia
$255 – – –
SIC
206
SJS Investment Consulting
Ohio
$255 +$35 +2 +15%
AF
207
Advisornet Financial
Minnesota
$204 +$35 +2 +20%
DI
208
Disciplined Investments
Oklahoma
$187 – – –
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$170 +$175 +10 New
ZB
210
Zions Bancorporation
Utah
$153 – – –
TWP
211
TFO Wealth Partners
Ohio
$17 -$1.41K -81 -99%
RC
212
Roubaix Capital
Colorado
– -$2.27M -138,384 Closed
MC
213
McMorgan & Co
California
– -$1.63M -99,565 Closed
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
– -$743K -45,260 Closed
First Trust Advisors
215
First Trust Advisors
Illinois
– -$731K -44,529 Closed
SGI
216
Summit Global Investments
Utah
– -$719K -43,774 Closed
Holocene Advisors
217
Holocene Advisors
New York
– -$570K -34,704 Closed
BCM
218
Bayesian Capital Management
New York
– -$552K -33,605 Closed
ETC
219
Exchange Traded Concepts
Oklahoma
– -$549K -33,421 Closed
Allianz Asset Management
220
Allianz Asset Management
Germany
– -$545K -33,196 Closed
HSBC Holdings
221
HSBC Holdings
United Kingdom
– -$411K -25,035 Closed
TAM
222
Tocqueville Asset Management
New York
– -$404K -24,623 Closed
PFO
223
Pathstone Family Office
New Jersey
– -$2.59K -23,335 Closed
E
224
Ergoteles
New York
– -$337K -20,541 Closed
FRM
225
Fox Run Management
Connecticut
– -$243K -14,789 Closed