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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$159K -$2.45K -27 -2%
RE
202
RBC Europe
United Kingdom
$145K +$15.9K +175 +15%
GWM
203
Geneos Wealth Management
Colorado
$138K -$15.1K -166 -11%
CF
204
Centaurus Financial
California
$136K +$9.08K +100 +9%
PAM
205
Panagora Asset Management
Massachusetts
$135K
AFG
206
Albion Financial Group
Utah
$128K +$106K +1,167 New
ECM
207
EMC Capital Management
Texas
$121K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$113K +$24.9K +274 +36%
BWP
209
Baldwin Wealth Partners
Massachusetts
$109K +$18.2K +200 +25%
Asset Management One
210
Asset Management One
Japan
$105K +$6.54K +72 +8%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$102K
Macquarie Group
212
Macquarie Group
Australia
$100K -$27.4K -302 -25%
MIFH
213
Migdal Insurance & Financial Holdings
Israel
$72K +$36.5K +402 +159%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$64K
APP
215
Alpha Paradigm Partners
Illinois
$62K
CLOS
216
Compagnie Lombard Odier SCmA
Switzerland
$58K
AIG
217
American International Group
New York
$56K +$10.4K +114 +29%
BU
218
BBVA USA
Alabama
$55K +$45.4K +500 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$47K +$1.82K +20 +5%
BFC
220
Bedel Financial Consulting
Indiana
$47K +$22.7K +250 +137%
FP
221
Financial Perspectives
Minnesota
$45.1K
MSFP
222
Mark Sheptoff Financial Planning
Connecticut
$44K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$44K +$36K +397 New
HI
224
Harbour Investments
Wisconsin
$43K +$3.36K +37 +10%
CFO
225
CVA Family Office
Colorado
$43K +$31.8K +350 +778%