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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$120K +$9.47K +2,788 +9%
BFG
152
Bleakley Financial Group
New Jersey
$118K -$1.03M -301,864 -90%
PAG
153
Private Advisor Group
New Jersey
$117K -$257K -75,683 -69%
NAM
154
NorthCrest Asset Manangement
Minnesota
$116K
SS
155
Simplicity Solutions
Minnesota
$116K -$1.03M -302,395 -90%
UCFA
156
United Capital Financial Advisors
Texas
$115K -$101K -29,631 -47%
Charles Schwab
157
Charles Schwab
California
$114K -$333K -98,078 -75%
ECM
158
Evergreen Capital Management
Washington
$112K -$1.72M -505,703 -94%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$111K +$2.31K +679 +2%
LA
160
LVW Advisors
New York
$110K -$13.2K -3,893 -11%
BP
161
Ballentine Partners
Massachusetts
$108K -$17.1K -5,032 -14%
CIA
162
Concurrent Investment Advisors
Florida
$106K +$105K +30,952 New
BWM
163
BCS Wealth Management
Tennessee
$103K
AO
164
Advisor OS
Illinois
$103K +$102K +30,023 New
MA
165
MJP Associates
Connecticut
$103K +$102K +30,023 New
DI
166
Diligent Investors
California
$103K
CICI
167
Capital Investment Counsel Inc
North Carolina
$102K
MOS
168
MGO One Seven
Ohio
$102K -$5.13K -1,509 -5%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$101K -$6.27K -1,846 -6%
MCM
170
MAI Capital Management
Ohio
$99.1K -$9.31K -2,742 -9%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$99K -$37.1K -10,935 -28%
AWM
172
AE Wealth Management
Kansas
$98K -$76.3K -22,472 -47%
FAM
173
Formidable Asset Management
Ohio
$97.9K +$97.2K +28,622 New
NB
174
Northwest Bancshares
Pennsylvania
$97.3K +$13.2K +3,881 +16%
FAFN
175
First Affirmative Financial Network
Colorado
$97.2K +$18K +5,312 +23%