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Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$49K -$27.2K -1,247 -37%
BWP
202
Baldwin Wealth Partners
Massachusetts
$41K +$39K +1,789 New
GWM
203
Geneos Wealth Management
Colorado
$40K +$13.3K +608 +52%
SFG
204
SevenBridge Financial Group
Pennsylvania
$37K
NFG
205
Next Financial Group
Texas
$36K +$807 +37 +2%
AssetMark Inc
206
AssetMark Inc
California
$31K -$3.92K -180 -12%
BC
207
Bartlett & Co
Ohio
$31K
IDBONY
208
Israel Discount Bank of New York
New York
$31K +$29.5K +1,351 New
AAP
209
Arax Advisory Partners
Colorado
$28K +$26.8K +1,228 New
RWA
210
Ropes Wealth Advisors
Massachusetts
$27K
Parallax Volatility Advisers
211
Parallax Volatility Advisers
California
$27K +$10.9K +501 +73%
LA
212
Legacy Advisors
Pennsylvania
$27K +$27K +1,236 New
TRCT
213
Tower Research Capital (TRC)
New York
$26K -$19.6K -900 -44%
HR
214
Howe & Rusling
New York
$25K -$2.94K -135 -11%
WA
215
WFG Advisors
Texas
$24K +$3.03K +139 +15%
QCG
216
Quadrant Capital Group
Ohio
$23K +$2.9K +133 +12%
BTIS
217
BB&T Investment Services
North Carolina
$21K +$20K +916 New
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$4.12K -189 -17%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$20K
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$5.87K +269 +47%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$18K
LIA
222
LS Investment Advisors
Michigan
$18K
PWM
223
Perigon Wealth Management
California
$18K
AA
224
Apriem Advisors
California
$16K +$87 +4 +0.6%
ZB
225
Zions Bancorporation
Utah
$16K +$1.13K +52 +8%