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Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$43K +$2.36K +165 +6%
DOA
152
D'Orazio & Associates
Virginia
$31K
AG
153
Advisor Group
Arizona
$31K +$4.26K +298 +16%
GBT
154
Grove Bank & Trust
Florida
$28K
TCOV
155
Trust Company of Vermont
Vermont
$21K +$7.14K +500 +50%
PAM
156
Panagora Asset Management
Massachusetts
$20K
GT
157
Glenmede Trust
Pennsylvania
$18K +$3.93K +275 +28%
Creative Planning
158
Creative Planning
Kansas
$17K -$1.43K -100 -8%
BCM
159
Blume Capital Management
California
$14K
First Manhattan
160
First Manhattan
New York
$14K +$714 +50 +5%
IPC
161
Independent Portfolio Consultants
Florida
$14K +$14.1K +990 New
IUHSA
162
Itau Unibanco Holding S.A.
Brazil
$11K +$10.9K +760 New
PA
163
Parallel Advisors
California
$10K +$6.49K +454 +236%
ASN
164
Advisory Services Network
Georgia
$10K +$10K +700 New
GWM
165
Geneos Wealth Management
Colorado
$10K +$10.7K +750 New
FHA
166
First Horizon Advisors
Tennessee
$9K -$5.07K -355 -36%
PFSC
167
Peoples Financial Services Corp
Pennsylvania
$9K
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$9K
WCBA
169
Weaver C. Barksdale & Associates
Tennessee
$8K -$1.53K -107 -16%
IA
170
IFP Advisors
Florida
$7K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$7K
SAM
172
Solaris Asset Management
New York
$7K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$7K +$7.14K +500 New
HDIM
174
Hanson & Doremus Investment Management
Vermont
$4K
DADC
175
D.A. Davidson & Co
Montana
$2K -$104K -7,259 -97%