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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$93K +$23.9K +3,900 +31%
Fisher Asset Management
277
Fisher Asset Management
Washington
$92K -$110K -17,895 -53%
LSAG
278
Lake Street Advisors Group
New Hampshire
$92K +$3.78K +618 +4%
PWAC
279
Private Wealth Advisors (California)
California
$90K -$6.12K -1,000 -6%
MTC
280
McDaniel Terry & Co
Texas
$87K
FWM
281
Frontier Wealth Management
Missouri
$86K -$453 -74 -0.5%
IG
282
ING Group
Netherlands
$86K +$91.8K +15,000 New
SRC
283
Sage Rhino Capital
California
$86K +$92.1K +15,056 New
ASN
284
Advisory Services Network
Georgia
$85K -$9.48K -1,549 -9%
BRWM
285
B. Riley Wealth Management
Tennessee
$84K +$89.8K +14,674 New
MML Investors Services
286
MML Investors Services
Massachusetts
$81K +$86.8K +14,190 New
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$79K -$80.9K -13,218 -49%
EDRH
288
Edmond de Rothschild Holding
Switzerland
$78K
FA
289
FMA Advisory
Pennsylvania
$77K
MA
290
Mutual Advisors
Nebraska
$76K
AAM
291
Auxier Asset Management
Oregon
$75K
LC
292
Lindbrook Capital
California
$74K
BF
293
BOK Financial
Oklahoma
$74K +$18.8K +3,066 +31%
AA
294
ALPS Advisors
Colorado
$72K -$6.6K -1,078 -8%
CPA
295
Capital Planning Advisors
California
$72K +$76.5K +12,500 New
SWM
296
SeaCrest Wealth Management
New York
$71K +$25.8K +4,222 +52%
Connor, Clark & Lunn Investment Management (CC&L)
297
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$70K -$218K -35,600 -74%
FA
298
FDx Advisors
Illinois
$70K +$75.2K +12,289 New
PHS
299
Pekin Hardy Strauss
Illinois
$69K +$12 +2 +0%
AssetMark Inc
300
AssetMark Inc
California
$68K +$72.5K +11,849 New