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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$50K -$708 -25 -1%
IA
252
IFP Advisors
Florida
$42K
HNB
253
Huntington National Bank
Ohio
$42K +$45.7K +1,613 New
QCG
254
Quadrant Capital Group
Ohio
$40K +$12.8K +453 +36%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$39K -$20K -706 -32%
SGAM
256
Smith Group Asset Management
Texas
$38K +$41.5K +1,463 New
GWM
257
Geneos Wealth Management
Colorado
$36K
PCM
258
Penserra Capital Management
California
$34K +$10.5K +369 +40%
APP
259
Avantax Planning Partners
Iowa
$32K +$34.6K +1,220 New
SIAS
260
Shine Investment Advisory Services
Colorado
$26K
YWP
261
YorkBridge Wealth Partners
New York
$26K +$3.65K +129 +15%
ASN
262
Advisory Services Network
Georgia
$23K +$15K +531 +155%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$20K -$19.1K -675 -47%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$20K -$1.84K -65 -8%
WOC
265
West Oak Capital
California
$17.8K +$6.38K +225 +50%
FRA
266
Front Row Advisors
California
$17K -$510 -18 -3%
SIC
267
Salem Investment Counselors
North Carolina
$17K
GAM
268
Gemmer Asset Management
California
$11K
LWA
269
Lenox Wealth Advisors
New York
$11K +$8.67K +306 +315%
WDL
270
Well Done LLC
Michigan
$11K +$11.5K +407 New
DSC
271
Duncker Streett & Co
Missouri
$9K
SFSIG
272
San Francisco Sentry Investment Group
California
$9K +$9.58K +338 New
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.78K -63 -17%
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$8K
VFA
275
Valeo Financial Advisors
Indiana
$7K