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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1151
Jacobus Wealth Management
Wisconsin
$125K -$24.6K -258 -15%
TSW
1152
Thompson Siegel & Walmsley
Virginia
$125K +$136K +1,422 New
AF
1153
Allworth Financial
California
$124K +$13.4K +140 +11%
WP
1154
WealthPLAN Partners
Nebraska
$121K +$289K +3,025 New
EDRE
1155
Edmond de Rothschild (Europe)
Luxembourg
$121K – – –
TWA
1156
TCI Wealth Advisors
Arizona
$117K – – –
OAMG
1157
Odey Asset Management Group
United Kingdom
$114K -$3.15M -33,000 -96%
SBA
1158
Seven Bridges Advisors
New York
$109K +$118K +1,234 New
GWM
1159
Geneos Wealth Management
Colorado
$102K +$12.5K +131 +13%
AA
1160
Apriem Advisors
California
$98K +$87.5K +916 +458%
QCG
1161
Quadrant Capital Group
Ohio
$95K +$24.7K +259 +28%
NYLT
1162
New York Life Trust
New York
$94K -$15.8K -165 -13%
HIIFS
1163
Harel Insurance Investments & Financial Services
Israel
$93K -$138K -1,450 -58%
WA
1164
WFG Advisors
Texas
$92K +$3.53K +37 +4%
LWA
1165
Lowe Wealth Advisors
Maryland
$90K – – –
KPCM
1166
Kings Point Capital Management
New York
$88K – – –
PWM
1167
Perigon Wealth Management
California
$88K – – –
RFS
1168
Rockefeller Financial Services
New York
$84K – – –
KTC
1169
Kistler-Tiffany Companies
Pennsylvania
$84K +$17K +178 +23%
AIM
1170
Arcadia Investment Management
Michigan
$78K +$58.4K +612 +227%
FPFS
1171
First Personal Financial Services
North Carolina
$73K +$17.3K +181 +28%
RFWA
1172
RPg Family Wealth Advisory
Massachusetts
$71.9K -$29K -304 -27%
SBL
1173
Sargent Bickham Lagudis
Colorado
$71K +$6.21K +65 +9%
SIG
1174
Stanford Investment Group
California
$70K – – –
JCM
1175
Jacobi Capital Management
Pennsylvania
$69K +$76.4K +800 New