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Name Holding Trade Value Shares
Change
Change in
Stake
LF
201
Lee Financial
Texas
$394K +$408K +11,374 +2,087%
V
202
Veritable
Delaware
$393K -$24.2K -674 -5%
HB
203
Homrich & Berg
Georgia
$391K +$70.3K +1,961 +20%
MMG
204
Monetary Management Group
Missouri
$390K -$86K -2,400 -17%
MFW
205
Mosaic Family Wealth
Missouri
$388K -$17K -473 -4%
SG
206
Somerset Group
Minnesota
$388K
MC
207
Moors & Cabot
Massachusetts
$368K -$59.3K -1,654 -13%
ASN
208
Advisory Services Network
Georgia
$367K -$85.8K -2,393 -18%
SB
209
Simmons Bank
Arkansas
$364K
GCP
210
GSA Capital Partners
United Kingdom
$359K -$120K -3,341 -24%
KeyBank National Association
211
KeyBank National Association
Ohio
$348K +$21.5K +600 +6%
NGA
212
Naples Global Advisors
Florida
$340K
RAM
213
Roanoke Asset Management
New Jersey
$334K
HNB
214
Huntington National Bank
Ohio
$330K -$3.12K -87 -0.9%
Luther King Capital Management (LKCM)
215
Luther King Capital Management (LKCM)
Texas
$328K -$19.5K -545 -5%
JFGLC
216
Johnson Financial Group LLC (Colorado)
Colorado
$324K -$89.2K -2,488 -20%
Simplex Trading
217
Simplex Trading
Illinois
$323K +$77.1K +2,151 +28%
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$318K -$152K -4,227 -30%
GEM
219
Global Endowment Management
North Carolina
$297K +$14.3K +400 +5%
OIA
220
Optimum Investment Advisors
Illinois
$292K
AA
221
Ancora Advisors
Ohio
$291K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$285K -$29.6K -826 -9%
LTFS
223
Ladenburg Thalmann Financial Services
Florida
$282K -$6.34K -177 -2%
Brown Advisory
224
Brown Advisory
Maryland
$280K +$3.3K +92 +1%
AG
225
Advisor Group
Arizona
$280K +$47.8K +1,332 +19%