Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$58K – – –
Canada Life
102
Canada Life
Manitoba, Canada
$41K +$43.4K +2,962 New
Russell Investments Group
103
Russell Investments Group
United Kingdom
$41K +$43.9K +3,000 New
GWM
104
Geneos Wealth Management
Colorado
$40K – – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$39K – – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$36K – – –
FIB
107
First Interstate Bank
Montana
$35K -$36.6K -2,500 -50%
RWM
108
Raffa Wealth Management
District of Columbia
$30.2K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$27K -$2.53M -172,612 -99%
MA
110
MCF Advisors
Kentucky
$26K – – –
LWA
111
Lenox Wealth Advisors
New York
$21K – – –
FGAM
112
Financial Gravity Asset Management
Texas
$14K +$59 +4 +33%
VFA
113
Valeo Financial Advisors
Indiana
$14K +$14.6K +1,000 New
RIA
114
Realta Investment Advisors
Delaware
$7K – – –
NFG
115
Next Financial Group
Texas
$6K – – –
CAW
116
Cornerstone Advisors (Washington)
Washington
$6K +$249 +17 +5%
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$4K – – –
AA
118
Argent Advisors
Louisiana
$4K +$4.39K +300 New
OPS
119
Orion Portfolio Solutions
Nebraska
$4K +$4.39K +300 New
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$3K – – –
MAM
121
Meeder Asset Management
Ohio
$3K +$3K +205 New
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$2K +$1.76K +120 New
LFG
123
Larson Financial Group
Missouri
$2K +$2.2K +150 New
JCM
124
Jacobi Capital Management
Pennsylvania
$1K – – –
TWA
125
TCI Wealth Advisors
Arizona
$1K – – –