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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$84K +$7.76K +159 +11%
Creative Planning
177
Creative Planning
Kansas
$80K +$68.1K +1,395 +698%
AG
178
Advisor Group
Arizona
$75K +$635 +13 +0.9%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$66K -$28.5K -584 -31%
RFA
180
Reilly Financial Advisors
California
$34K -$14.6K -300 -31%
LAM
181
Lebenthal Asset Management
New York
$31K +$29.8K +610 New
GWM
182
Geneos Wealth Management
Colorado
$31K +$30.3K +620 New
BKA
183
Brick & Kyle Associates
Pennsylvania
$30K -$8.06K -165 -22%
NFG
184
Next Financial Group
Texas
$21K +$20.3K +415 New
MFS
185
MSI Financial Services
Massachusetts
$20K -$488 -10 -2%
WOC
186
West Oak Capital
California
$15K -$4.88K -100 -25%
IA
187
IFP Advisors
Florida
$13K -$15.6K -320 -56%
TDC
188
Thompson Davis & Co
Virginia
$13K
WRM
189
Westport Resources Management
Connecticut
$13K
RCG
190
Ruggie Capital Group
Florida
$12K -$20.6K -421 -64%
IPC
191
Independent Portfolio Consultants
Florida
$11K -$7.57K -155 -41%
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$9K +$8.89K +182 New
JFA
193
JNBA Financial Advisors
Minnesota
$8K +$7.62K +156 New
S
194
SignatureFD
Georgia
$8K +$7.62K +156 New
FIB
195
First Interstate Bank
Montana
$5K
TCM
196
Tradewinds Capital Management
Washington
$3K +$3.17K +65 New
HR
197
Howe & Rusling
New York
$2K
FNBT
198
FineMark National Bank & Trust
Florida
$1K +$391 +8 +44%
ASN
199
Advisory Services Network
Georgia
$1K +$879 +18 New
GT
200
Glenmede Trust
Pennsylvania
$1K +$1.07K +22 New