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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Lenox Wealth Management
Ohio
$166K +$145K +3,210 +406%
TL
552
TrueWealth LLC
Georgia
$162K +$18.5K +410 +12%
EW
553
Evoke Wealth
California
$141K +$152K +3,370 New
AA
554
Advisory Alpha
Michigan
$140K -$17.1K -380 -14%
CQS
555
Credential Qtrade Securities
$139K +$142K +3,150 +1,853%
HFM
556
Harvest Fund Management
China
$137K +$80.2K +1,780 +119%
WWM
557
Willingdon Wealth Management
North Carolina
$131K -$15.8K -350 -10%
LFG
558
Larson Financial Group
Missouri
$121K -$57.3K -1,270 -30%
CI
559
CX Institutional
Indiana
$110K +$4.06K +90 +4%
RFA
560
Reilly Financial Advisors
California
$110K +$23K +510 +24%
CIA
561
CSat Investment Advisory
Michigan
$108K -$32.9K -730 -22%
CCM
562
Covington Capital Management
California
$108K – – –
SF
563
Synovus Financial
Georgia
$108K +$101K +2,230 +637%
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$107K +$16.7K +370 +17%
Marshall Wace
565
Marshall Wace
United Kingdom
$105K +$114K +2,540 New
CF
566
Centaurus Financial
California
$100K -$74.4K -1,650 -41%
KPW
567
Kore Private Wealth
New York
$99K +$107K +2,380 New
TFGT
568
TS Financial Group (TSFG)
Illinois
$93K – – –
CTC
569
Central Trust Company
Missouri
$87K -$42.4K -940 -31%
GG
570
Gleason Group
Kentucky
$83K – – –
SBL
571
Sargent Bickham Lagudis
Colorado
$83K +$45.1K +1,000 +100%
PG
572
Pendal Group
Australia
$83K +$89.7K +1,990 New
PP
573
Paloma Partners
Connecticut
$82K -$857K -19,020 -91%
TWA
574
TCI Wealth Advisors
Arizona
$81K – – –
WEC
575
Winslow Evans & Crocker
Massachusetts
$80K -$169K -3,740 -67%