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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$28K
TG
277
TLP Group
Illinois
$24K +$24.2K +1,319 New
FANJ
278
Financial Architects (New Jersey)
New Jersey
$19K
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$19K +$1.93K +105 +11%
PAIA
280
Park Avenue Institutional Advisers
New York
$18K
MRCM
281
M&R Capital Management
New Jersey
$18K +$18.3K +1,000 New
MFS
282
MSI Financial Services
Massachusetts
$16K
SGAM
283
Smith Group Asset Management
Texas
$15K +$15K +820 New
WEC
284
Winslow Evans & Crocker
Massachusetts
$14.8K +$7.74K +422 +106%
AAM
285
Advisors Asset Management
Colorado
$14K
GLI
286
Guardian Life Insurance
New York
$11K
QT
287
Quantbot Technologies
New York
$10K +$11.2K +608 New
NSIM
288
North Star Investment Management
Illinois
$9K
TF
289
Tompkins Financial
New York
$9K
CHP
290
Cable Hill Partners
Oregon
$8K
IA
291
IFP Advisors
Florida
$6K -$524K -28,587 -99%
AssetMark Inc
292
AssetMark Inc
California
$6K +$1.63K +89 +39%
CG
293
Cutler Group
California
$5K -$81.8K -4,457 -94%
CFG
294
Citizens Financial Group
Rhode Island
$5K -$3.32K -181 -38%
HI
295
Hudock Inc
Pennsylvania
$5K
MWP
296
MYCIO Wealth Partners
Pennsylvania
$5K
NFG
297
Next Financial Group
Texas
$5K
EWM
298
Evercore Wealth Management
New York
$5K +$4.81K +262 New
CF
299
CenterStar Fund
Illinois
$3K
FNYS
300
First New York Securities
New York
$2.61K