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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$19K -$5 -2 -0%
IA
102
IFP Advisors
Florida
$17K -$45.7K -17,815 -71%
RA
103
Rational Advisors
New York
$12K -$2.56K -1,000 -17%
CA
104
Centerpoint Advisors
Massachusetts
$12K +$12.8K +5,000 New
WIM
105
Westside Investment Management
California
$10.3K +$2.97K +1,160 +36%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$10K +$1.72K +670 +19%
GWM
107
Geneos Wealth Management
Colorado
$9K +$8.3K +3,239 +456%
AWM
108
AllSquare Wealth Management
New York
$8K
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$7K
SWM
110
SeaCrest Wealth Management
New York
$7K +$7.69K +3,000 New
SPIA
111
Steward Partners Investment Advisory
New York
$7K +$7.77K +3,030 New
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
FANJ
113
Financial Architects (New Jersey)
New Jersey
$5K -$1.54K -600 -23%
ClearBridge Investments
114
ClearBridge Investments
New York
$5K
APA
115
American Portfolios Advisors
New York
$4.72K +$5.13K +2,000 New
FWM
116
Focused Wealth Management
New York
$3K
ARMC
117
American Research & Management Company
Massachusetts
$2K
DOA
118
D'Orazio & Associates
Virginia
$2K
HNB
119
Huntington National Bank
Ohio
$2K
MWM
120
MinichMacGregor Wealth Management
New York
$2K
OC
121
Oakworth Capital
Alabama
$2K
OFW
122
Omnia Family Wealth
Florida
$2K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2K
WEC
124
Winslow Evans & Crocker
Massachusetts
$1.18K
AIM
125
Anchor Investment Management
South Carolina
$1.18K +$1.28K +500 New