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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$127K -$38.9K -1,486 -24%
AG
202
Advisor Group
Arizona
$124K -$15K -574 -11%
CAL
203
Capital Analysts LLC
Pennsylvania
$109K -$2.65K -101 -2%
TWI
204
Thomas White International
Illinois
$106K -$2.57K -98 -2%
HNB
205
Huntington National Bank
Ohio
$100K -$934K -35,663 -91%
DADC
206
D.A. Davidson & Co
Montana
$79K -$5.27K -201 -6%
AIM
207
Acrospire Investment Management
Illinois
$72K +$12.4K +473 +22%
GWM
208
Geneos Wealth Management
Colorado
$68K +$19.5K +744 +42%
TCCM
209
Timber Creek Capital Management
Massachusetts
$67K -$13.5K -515 -17%
MA
210
MUFG Americas
New York
$57K -$1.39K -53 -2%
DOA
211
D'Orazio & Associates
Virginia
$54K +$51.8K +1,976 New
WT
212
Whittier Trust
California
$49K +$33.9K +1,293 +239%
SFG
213
SevenBridge Financial Group
Pennsylvania
$46K -$1.13K -43 -2%
BWP
214
Baldwin Wealth Partners
Massachusetts
$45K -$1.1K -42 -2%
OAM
215
Oppenheimer Asset Management
New York
$44K -$9.2K -351 -18%
PCP
216
Proficio Capital Partners
Massachusetts
$43K -$7.97K -304 -17%
BC
217
Bartlett & Co
Ohio
$37K -$891 -34 -2%
AssetMark Inc
218
AssetMark Inc
California
$37K +$3.98K +152 +13%
LNB
219
Ledyard National Bank
$36K +$34.5K +1,317 New
QCG
220
Quadrant Capital Group
Ohio
$35K +$4.25K +162 +10%
NFG
221
Next Financial Group
Texas
$34K -$2.36K -90 -7%
TJHA
222
Thomas J. Herzfeld Advisors
Florida
$33K -$15.3K -582 -32%
LA
223
Legacy Advisors
Pennsylvania
$32K -$812 -31 -3%
RWA
224
Ropes Wealth Advisors
Massachusetts
$32K -$760 -29 -2%
WA
225
WFG Advisors
Texas
$29K +$2.94K +112 +12%