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Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
126
Albert D. Mason Inc
Massachusetts
$297K +$389K +15,850 New
CAMG
127
CWA Asset Management Group
Florida
$296K
Bank of New York Mellon
128
Bank of New York Mellon
New York
$262K +$343K +13,991 New
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$250K -$436K -17,768 -57%
LPL Financial
130
LPL Financial
California
$224K +$293K +11,960 New
CA
131
Claro Advisors
Massachusetts
$209K +$186K +7,570 New
GCP
132
GSA Capital Partners
United Kingdom
$206K +$270K +10,989 New
ZB
133
Zions Bancorporation
Utah
$201K +$40.8K +1,662 +18%
DI
134
DUMAC Inc
North Carolina
$126K +$165K +6,744 New
IP
135
Intellectus Partners
California
$100K +$55.2K +2,250 +73%
PPFA
136
Provida Pension Fund Administrator
Chile
$84K
Deutsche Bank
137
Deutsche Bank
Germany
$82K -$5.81M -236,954 -98%
RE
138
RBC Europe
United Kingdom
$66.4K +$87K +3,545 New
LWCFA
139
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K +$79.6K +3,245 New
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$48K +$7.34K +299 +14%
AF
141
Advisornet Financial
Minnesota
$37K
SIAS
142
Shine Investment Advisory Services
Colorado
$22K +$1.59K +65 +6%
AG
143
Advisor Group
Arizona
$21K +$1.3K +53 +5%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$17K +$859 +35 +4%
CIAS
145
Capital Investment Advisory Services
North Carolina
$17K +$22.1K +900 New
FWM
146
Focused Wealth Management
New York
$13K +$14.1K +574 +478%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$11K +$13.2K +540 +1,800%
US Bancorp
148
US Bancorp
Minnesota
$9K
IA
149
IFP Advisors
Florida
$8K +$10.7K +438 New
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$5K