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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$33K -$4.92K -189 -12%
QCG
252
Quadrant Capital Group
Ohio
$29K -$5.62K -216 -13%
GWM
253
Geneos Wealth Management
Colorado
$27K -$5.7K -219 -16%
YWP
254
YorkBridge Wealth Partners
New York
$26K +$2.21K +85 +8%
SIAS
255
Shine Investment Advisory Services
Colorado
$23K
ASN
256
Advisory Services Network
Georgia
$21K
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$18K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$18K
FRA
259
Front Row Advisors
California
$16K
SIC
260
Salem Investment Counselors
North Carolina
$16K
NIT
261
NumerixS Investment Technologies
British Columbia, Canada
$16K +$17.6K +675 New
WOC
262
West Oak Capital
California
$15.7K
GAM
263
Gemmer Asset Management
California
$10K
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$10K +$10.8K +416 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$10K +$11.8K +452 New
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.51K +58 +19%
DSC
267
Duncker Streett & Co
Missouri
$8K
SFSIG
268
San Francisco Sentry Investment Group
California
$8K
LWA
269
Lenox Wealth Advisors
New York
$7K -$2.52K -97 -24%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$7K
JA
271
JOYN Advisors
Georgia
$7K +$4.27K +164 +121%
VFA
272
Valeo Financial Advisors
Indiana
$6K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$5K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$3.66K
ACS
275
Archford Capital Strategies
Illinois
$3K