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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
301
James Investment Research
Ohio
$197K +$136K +1,115 +135%
IA
302
IFP Advisors
Florida
$176K +$219K +1,794 New
NFG
303
Next Financial Group
Texas
$165K -$146K -1,190 -42%
DAS
304
Dynamic Advisor Solutions
Arizona
$158K +$190K +1,553 New
EDRH
305
Edmond de Rothschild Holding
Switzerland
$153K – – –
CIAS
306
Capital Investment Advisory Services
North Carolina
$142K -$18.3K -150 -10%
AF
307
Advisornet Financial
Minnesota
$135K +$147K +1,200 +960%
SFS
308
Sowell Financial Services
Arkansas
$135K +$162K +1,322 New
PRC
309
Pearl River Capital
Michigan
$128K +$153K +1,254 New
BFEC
310
Benjamin F. Edwards & Company
Missouri
$126K -$82.6K -675 -35%
GSWM
311
Golden State Wealth Management
California
$124K +$38.4K +314 +35%
SPIA
312
Steward Partners Investment Advisory
New York
$115K -$17.5K -143 -11%
VFA
313
Valeo Financial Advisors
Indiana
$115K +$89.8K +734 +187%
HWA
314
Heritage Wealth Advisors
Virginia
$109K +$856 +7 +0.7%
PAM
315
Panagora Asset Management
Massachusetts
$104K -$247K -2,016 -66%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$103K +$33K +270 +36%
ST
317
Sageworth Trust
Pennsylvania
$102K – – –
WC
318
Weil Company
California
$102K +$122K +1,000 New
MC
319
Maverick Capital
Texas
$93K +$111K +911 New
WEC
320
Winslow Evans & Crocker
Massachusetts
$92K -$69.7K -570 -39%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$92K -$12.2K -100 -10%
LS
322
Livforsakringsbolaget Skandia
Sweden
$92K +$110K +900 New
TAM
323
Tiverton Asset Management
Delaware
$92K +$110K +900 New
HFM
324
Harvest Fund Management
China
$89K +$107K +875 New
GWM
325
Geneos Wealth Management
Colorado
$87K -$18.3K -150 -15%