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Name Holding Trade Value Shares
Change
Change in
Stake
V
201
Veritable
Delaware
$396K -$1.99K -54 -0.5%
MMG
202
Monetary Management Group
Missouri
$395K – – –
SWM
203
Segment Wealth Management
Texas
$384K +$393K +10,655 New
HT
204
HighTower Trust
Texas
$383K -$72.5K -1,969 -16%
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$373K +$23.4K +634 +7%
NGA
206
Naples Global Advisors
Florida
$372K +$47.9K +1,300 +14%
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$362K -$70.8K -1,921 -16%
WKWM
208
Walter & Keenan Wealth Management
Indiana
$361K – – –
ST
209
Spot Trading
Illinois
$346K -$214K -5,808 -38%
SG
210
Somerset Group
Minnesota
$344K +$351K +9,537 New
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$342K – – –
PCMM
212
Private Capital Management (Minnesota)
Minnesota
$339K -$40.5K -1,100 -10%
ASN
213
Advisory Services Network
Georgia
$330K +$337K +9,150 New
Comerica Bank
214
Comerica Bank
Texas
$320K -$36.1K -979 -10%
LA
215
LVW Advisors
New York
$319K – – –
BL
216
Balentine LLC
Georgia
$315K – – –
KeyBank National Association
217
KeyBank National Association
Ohio
$315K +$10.1K +275 +3%
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$315K +$55.3K +1,500 +8%
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$314K -$7.85K -213 -2%
SCM
220
Sterling Capital Management
North Carolina
$314K – – –
RAM
221
Roanoke Asset Management
New Jersey
$308K – – –
Citadel Advisors
222
Citadel Advisors
Florida
$306K +$312K +8,478 New
Walleye Trading
223
Walleye Trading
New York
$296K +$302K +8,211 New
VFA
224
Voya Financial Advisors
Connecticut
$287K +$45.8K +1,242 +18%
HCM
225
Hilton Capital Management
New York
$281K +$25.8K +700 +10%