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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
201
Walter & Keenan Wealth Management
Indiana
$439K
DW
202
Domani Wealth
Pennsylvania
$435K -$1.52M -43,600 -77%
KeyBank National Association
203
KeyBank National Association
Ohio
$429K +$70.8K +2,035 +19%
WEC
204
Winslow Evans & Crocker
Massachusetts
$428K -$9.53K -274 -2%
V
205
Veritable
Delaware
$412K +$6.96K +200 +2%
Fiera Capital (Canada)
206
Fiera Capital (Canada)
Quebec, Canada
$405K -$3.55K -102 -0.9%
MMG
207
Monetary Management Group
Missouri
$403K
SG
208
Somerset Group
Minnesota
$401K
FC
209
Ferris Capital
Massachusetts
$400K +$298K +8,557 +272%
AA
210
Ancora Advisors
Ohio
$397K +$98.3K +2,826 +32%
SWM
211
Segment Wealth Management
Texas
$396K -$23.5K -675 -6%
MFW
212
Mosaic Family Wealth
Missouri
$380K -$22.2K -638 -5%
MC
213
Moors & Cabot
Massachusetts
$379K
SB
214
Simmons Bank
Arkansas
$376K
SCC
215
Spring Creek Capital
Kansas
$371K +$378K +10,866 New
VFA
216
Voya Financial Advisors
Connecticut
$366K +$95.9K +2,758 +34%
AG
217
Aperio Group
California
$353K +$360K +10,348 New
NGA
218
Naples Global Advisors
Florida
$352K
RAM
219
Roanoke Asset Management
New Jersey
$345K
BC
220
Barnett & Company
Tennessee
$339K +$345K +9,930 New
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$326K -$769K -22,115 -70%
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
$307K -$22.2K -638 -7%
OIA
223
Optimum Investment Advisors
Illinois
$302K
AG
224
Advisor Group
Arizona
$301K +$11.7K +336 +4%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$301K +$42.8K +1,231 +16%