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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
201
Cable Hill Partners
Oregon
$15K -$10.1K -626 -42%
WEC
202
Winslow Evans & Crocker
Massachusetts
$14.7K +$225 +14 +2%
IA
203
IFP Advisors
Florida
$14K +$3.9K +243 +40%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$13K
WCBA
205
Weaver C. Barksdale & Associates
Tennessee
$12K -$225 -14 -2%
GWM
206
Geneos Wealth Management
Colorado
$11K +$10.4K +648 New
DVM
207
Dreman Value Management
Florida
$10K
BBHC
208
Brown Brothers Harriman & Co
New York
$8K
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$7K
SAM
210
Solaris Asset Management
New York
$7K +$6.62K +412 New
CJA
211
C-J Advisory
California
$7K +$6.94K +432 New
DSC
212
Duncker Streett & Co
Missouri
$6K
LAM
213
Lebenthal Asset Management
New York
$4K +$3.94K +245 New
Creative Planning
214
Creative Planning
Kansas
$3K -$1.94K -121 -43%
QCG
215
Quadrant Capital Group
Ohio
$3K +$225 +14 +6%
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$3K +$643 +40 +33%
RWM
217
Raffa Wealth Management
District of Columbia
$2.23K
ACS
218
Archford Capital Strategies
Illinois
$2K -$2.36K -147 -50%
HR
219
Howe & Rusling
New York
$2K
JIC
220
Joel Isaacson & Co
New York
$2K
WA
221
WealthTrust-Arizona
Arizona
$2K
MFS
222
MSI Financial Services
Massachusetts
$2K +$1.62K +101 New
MFW
223
Mosaic Family Wealth
Missouri
$1K
SC
224
Samlyn Capital
New York
-$23.1M -1,650,375 Closed
MA
225
Montag & Associates
Georgia
-$4.86M -347,533 Closed