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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
101
Edmond de Rothschild Holding
Switzerland
$104K
Creative Planning
102
Creative Planning
Kansas
$97K -$39.4K -995 -33%
JWA
103
JFS Wealth Advisors
Pennsylvania
$85K
SEI Investments
104
SEI Investments
Pennsylvania
$78K +$910 +23 +1%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$53K +$15.1K +381 +52%
AIM
106
Acrospire Investment Management
Illinois
$52K +$43.5K +1,100 New
CCA
107
Checchi Capital Advisers
California
$44K +$36.7K +928 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$43K +$1.27K +32 +4%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$36K -$36.9K -933 -55%
GT
110
Glenmede Trust
Pennsylvania
$34K +$11.8K +297 +68%
QCG
111
Quadrant Capital Group
Ohio
$30K +$19.1K +482 +222%
EDRS
112
Edmond de Rothschild (Suisse)
Switzerland
$28K
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$6.84K +173 +69%
IR
114
Invictus RG
Bermuda
$16K -$46.3K -1,170 -77%
TDC
115
Thompson Davis & Co
Virginia
$12K
AIG
116
American International Group
New York
$12K +$2.69K +68 +34%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$5.42K +137 +171%
WEC
118
Winslow Evans & Crocker
Massachusetts
$9.47K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$9K
NFG
120
Next Financial Group
Texas
$7K
WC
121
Whitnell & Co
Illinois
$6K -$3.17K -80 -39%
LIA
122
LS Investment Advisors
Michigan
$6K
RFA
123
Reilly Financial Advisors
California
$6K
MFS
124
MSI Financial Services
Massachusetts
$6K +$475 +12 +10%
HIIFS
125
Harel Insurance Investments & Financial Services
Israel
$6K +$4.75K +120 New