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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Frontier Wealth Management
Missouri
$200K +$203K +6,621 New
FIB
252
First Interstate Bank
Montana
$191K
IR
253
Invictus RG
Bermuda
$189K -$44.4K -1,450 -19%
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$185K +$16.7K +544 +10%
Creative Planning
255
Creative Planning
Kansas
$153K +$87.6K +2,862 +131%
WA
256
WFG Advisors
Texas
$145K +$61 +2 +0%
IA
257
IFP Advisors
Florida
$140K -$612 -20 -0.4%
AIM
258
Acrospire Investment Management
Illinois
$133K +$94.9K +3,100 +238%
PG
259
PEAK6 Group
Illinois
$112K +$113K +3,694 New
OMCS
260
Old Mutual Customised Solutions
South Africa
$109K
RFS
261
Rockefeller Financial Services
New York
$99K
BG
262
Bollard Group
Massachusetts
$97K +$673 +22 +0.7%
PK
263
Pflug Koory
Nebraska
$95K -$4.59K -150 -5%
SIAS
264
Shine Investment Advisory Services
Colorado
$90K +$91.4K +2,986 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$66K
WAM
266
Wealthspire Advisors (Maryland)
Maryland
$66K +$1.25K +41 +2%
HNB
267
Huntington National Bank
Ohio
$57K +$27.2K +890 +89%
GWM
268
Geneos Wealth Management
Colorado
$56K +$2.2K +72 +4%
CG
269
Cutler Group
California
$52K -$38.2K -1,249 -42%
NFG
270
Next Financial Group
Texas
$49K +$9.43K +308 +24%
MFW
271
Mosaic Family Wealth
Missouri
$48K +$49K +1,600 New
ASN
272
Advisory Services Network
Georgia
$43K +$4.07K +133 +10%
PMFA
273
Plante Moran Financial Advisors
Michigan
$43K +$34.4K +1,125 +363%
SPIA
274
Steward Partners Investment Advisory
New York
$42K +$30.6K +1,000 +250%
WCBA
275
Weaver C. Barksdale & Associates
Tennessee
$31K +$4.84K +158 +18%