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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$44K
TDC
227
Thompson Davis & Co
Virginia
$37K
NIT
228
NumerixS Investment Technologies
British Columbia, Canada
$35K +$36.3K +1,575 New
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$32K
GWM
230
Geneos Wealth Management
Colorado
$28K
CHP
231
Cable Hill Partners
Oregon
$26K -$1.15K -50 -4%
AIM
232
Arcadia Investment Management
Michigan
$25K +$25.9K +1,125 New
YWP
233
YorkBridge Wealth Partners
New York
$20K +$21K +911 New
BTIS
234
BB&T Investment Services
North Carolina
$19K +$19.2K +832 New
AIL
235
AGF Investments LLC
Ontario, Canada
$18K +$8.08K +351 +83%
IA
236
IFP Advisors
Florida
$16K -$4.24K -184 -20%
BC
237
Bartlett & Co
Ohio
$15K
WEC
238
Winslow Evans & Crocker
Massachusetts
$14.7K -$415 -18 -3%
WCBA
239
Weaver C. Barksdale & Associates
Tennessee
$14K
BBHC
240
Brown Brothers Harriman & Co
New York
$11K
SAM
241
Solaris Asset Management
New York
$9K
DSC
242
Duncker Streett & Co
Missouri
$8K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.61K +374 New
WT
244
Whittier Trust
California
$8K +$8.75K +380 New
CJA
245
C-J Advisory
California
$6K
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
$6K +$6.01K +261 New
BL
247
Balentine LLC
Georgia
$5K +$5.55K +241 New
Creative Planning
248
Creative Planning
Kansas
$4K
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$4K +$415 +18 +11%
QCG
250
Quadrant Capital Group
Ohio
$4K +$944 +41 +19%