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Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
201
Nomura Holdings
Japan
$131K +$111K +28,785 New
CG
202
Colony Group
Massachusetts
$126K +$11.5K +2,975 +12%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K -$347 -90 -0.3%
SWM
204
Spire Wealth Management
Virginia
$118K +$98.3K +25,500 +6,892%
RG
205
Rathbones Group
United Kingdom
$107K
Nomura Asset Management
206
Nomura Asset Management
Japan
$105K
NL
207
NWAM LLC
Washington
$105K -$1.55K -401 -2%
PFS
208
Prospera Financial Services
Texas
$104K +$88.3K +22,899 New
BRWA
209
B. Riley Wealth Advisors
Florida
$104K +$19.3K +5,000 +28%
BCM
210
Bluefin Capital Management
New York
$103K -$1.29M -334,850 -94%
AFS
211
AFG Fiduciary Services
Massachusetts
$100K
EDRH
212
Edmond de Rothschild Holding
Switzerland
$100K
SC
213
Shay Capital
New York
$100K +$84.8K +22,000 New
VDBMI
214
Van Den Berg Management I
Texas
$100K +$27.2K +7,050 +47%
CG
215
Cutler Group
California
$97K +$69.7K +18,067 +563%
LCM
216
LCM Capital Management
Illinois
$95.9K
HSA
217
HBK Sorce Advisory
Pennsylvania
$93K +$39.2K +10,170 +100%
OQS
218
Occudo Quantitative Strategies
Florida
$91.9K +$77.7K +20,151 New
Vontobel Holding
219
Vontobel Holding
Switzerland
$91.2K -$308K -80,000 -80%
SAM
220
Storebrand Asset Management
Norway
$90.9K
VFA
221
Valeo Financial Advisors
Indiana
$89.4K -$46.3K -12,000 -38%
SCA
222
Southern Capital Advisors
Tennessee
$88.9K +$19.3K +5,000 +34%
FFM
223
Forum Financial Management
Illinois
$87.8K
IWM
224
IHT Wealth Management
Illinois
$87.6K +$8.94K +2,317 +14%
CBFP
225
Cedar Brook Financial Partners
Ohio
$86.6K -$536 -139 -0.7%