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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$451K – – –
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$428K +$75.1K +2,250 +19%
B
203
Barings
North Carolina
$421K -$1.99M -59,675 -81%
LA
204
LVW Advisors
New York
$419K – – –
CS
205
Comerica Securities
Michigan
$418K +$256K +7,678 +126%
TRCT
206
Tower Research Capital (TRC)
New York
$414K +$455K +13,623 +38,923%
William Blair & Company
207
William Blair & Company
Illinois
$413K -$39.4K -1,180 -8%
WCA
208
Westover Capital Advisors
Delaware
$411K +$453K +13,566 New
BWP
209
Baldwin Wealth Partners
Massachusetts
$403K – – –
Fiera Capital (Canada)
210
Fiera Capital (Canada)
Quebec, Canada
$398K +$104K +3,119 +31%
WKWM
211
Walter & Keenan Wealth Management
Indiana
$390K -$1K -30 -0.2%
HB
212
Homrich & Berg
Georgia
$375K -$32.2K -964 -7%
MC
213
Moors & Cabot
Massachusetts
$369K -$200K -5,995 -33%
HF
214
HRT Financial
New York
$363K +$400K +11,984 New
MMG
215
Monetary Management Group
Missouri
$358K – – –
WEC
216
Winslow Evans & Crocker
Massachusetts
$358K – – –
FC
217
Ferris Capital
Massachusetts
$355K – – –
BC
218
Barnett & Company
Tennessee
$351K -$10.7K -320 -3%
UCFA
219
United Capital Financial Advisors
Texas
$339K +$374K +11,194 New
OIA
220
Optimum Investment Advisors
Illinois
$336K +$75.1K +2,250 +25%
SB
221
Simmons Bank
Arkansas
$334K – – –
MFW
222
Mosaic Family Wealth
Missouri
$330K +$868 +26 +0.2%
SS
223
Sunbelt Securities
Texas
$330K +$70.3K +2,106 New
AM
224
Ares Management
California
$321K +$354K +10,596 New
AG
225
Advisor Group
Arizona
$319K -$3.61K -108 -1%