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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
301
MGO One Seven
Ohio
$127K +$150K +13,013 New
BF
302
BOK Financial
Oklahoma
$127K – – –
RG
303
Rathbones Group
United Kingdom
$126K -$23.6K -2,050 -14%
GWMIA
304
Global Wealth Management Investment Advisory
Florida
$125K -$19.9K -1,725 -12%
B
305
Bellecapital
Switzerland
$124K +$147K +12,753 New
MWM
306
Meridian Wealth Management
Kentucky
$122K +$145K +12,541 New
WJWM
307
Williams Jones Wealth Management
New York
$122K – – –
BCM
308
Brainard Capital Management
Texas
$122K +$144K +12,463 New
CA
309
Commerzbank Aktiengesellschaft
Germany
$120K +$141K +12,227 New
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$118K – – –
HSA
311
HBK Sorce Advisory
Pennsylvania
$117K +$138K +11,966 New
QCG
312
Quadrant Capital Group
Ohio
$116K -$2.64K -229 -2%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$116K +$8.18K +710 +6%
NAM
314
Nissay Asset Management
Japan
$115K +$12.7K +1,100 +10%
AllianceBernstein
315
AllianceBernstein
Tennessee
$115K – – –
CAWM
316
Capital Advisors Wealth Management
Washington
$114K – – –
AAA
317
Adams Asset Advisors
Texas
$113K – – –
OMC
318
Old Mission Capital
Illinois
$110K +$130K +11,291 New
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$109K -$34.2M -2,970,334 -100%
AGM
320
Alpine Global Management
New York
$109K +$129K +11,196 New
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$105K +$65.4K +5,679 +112%
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$104K -$46.9K -4,070 -28%
NFSG
323
Newbridge Financial Services Group
Florida
$103K +$11.5K +1,000 +10%
CW
324
Connectus Wealth
Ohio
$103K -$1.15K -100 -0.9%
CWM
325
Centric Wealth Management
Illinois
$101K -$461K -40,000 -79%