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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.9K +$5.62K +268 +16%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$32K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$30K +$28.8K +1,375 New
HIA
104
Harbor Investment Advisory
Maryland
$25K +$23.8K +1,137 New
LCM
105
LH Capital Markets
New York
$23K
PWM
106
Perigon Wealth Management
California
$22K +$21.2K +1,013 New
BBHC
107
Brown Brothers Harriman & Co
New York
$18K +$17.3K +827 New
AF
108
Advisornet Financial
Minnesota
$14K +$13K +620 New
AF
109
Allworth Financial
California
$14K +$13K +620 New
EWM
110
Endurance Wealth Management
Rhode Island
$12K +$1.22K +58 +12%
NC
111
NewSquare Capital
Pennsylvania
$11K
PCIA
112
Prime Capital Investment Advisors
Kansas
$11K +$10K +479 New
RCA
113
Ranch Capital Advisors
Florida
$11K +$10.8K +517 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$9K +$7.38K +352 New
First Manhattan
115
First Manhattan
New York
$9K +$8.66K +413 New
WAS
116
Winch Advisory Services
Wisconsin
$8K +$7.76K +370 New
AFS
117
Annapolis Financial Services
Maryland
$7K +$6.5K +310 New
LC
118
Lindbrook Capital
California
$6K +$5.41K +258 New
GWM
119
Geneos Wealth Management
Colorado
$6K +$6.29K +300 New
FCH
120
Freestone Capital Holdings
Washington
$5.23K +$4.99K +238 New
SSB
121
Sandy Spring Bank
Maryland
$5K +$4.99K +238 New
FHA
122
First Horizon Advisors
Tennessee
$5K +$5.1K +243 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$4K +$3.46K +165 New
PI
124
PEAK6 Investments
Illinois
$4K +$4.13K +197 New
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.5K +119 New