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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$92K +$10.6K +292 +13%
ST
102
Smithfield Trust
Pennsylvania
$90K -$75.4K -2,080 -45%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$72K -$761 -21 -1%
PCG
104
Private Capital Group
Connecticut
$60K +$57.1K +1,575 +1,291%
MIFH
105
Migdal Insurance & Financial Holdings
Israel
$55K +$3.15K +87 +6%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$36.6K +1,009 New
FANJ
107
Financial Architects (New Jersey)
New Jersey
$25K
HDIM
108
Hanson & Doremus Investment Management
Vermont
$23K
FHA
109
First Horizon Advisors
Tennessee
$22K -$290 -8 -1%
Citigroup
110
Citigroup
New York
$18K -$913K -25,204 -98%
MCM
111
McMillion Capital Management
North Carolina
$11K
EWA
112
Evolution Wealth Advisors
Florida
$10K +$10.7K +296 New
ASN
113
Advisory Services Network
Georgia
$9K
IA
114
IFP Advisors
Florida
$9K +$8.81K +243 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$8.91K +$9.13K +252 New
GAM
116
Gemmer Asset Management
California
$5K
LWM
117
Liberty Wealth Management
California
$5K +$36 +1 +0.8%
S
118
SignatureFD
Georgia
$5K +$4.78K +132 +660%
SFS
119
Sowell Financial Services
Arkansas
$4K +$3.88K +107 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$3K
RCAG
121
Rehmann Capital Advisory Group
Michigan
$2.85K -$544 -15 -16%
PA
122
Parallel Advisors
California
$2K
LWA
123
Lenox Wealth Advisors
New York
$2K +$2.17K +60 New
GWAG
124
Garrett Wealth Advisory Group
Texas
$1.1K +$1.12K +31 New
Ninety One (UK)
125
Ninety One (UK)
United Kingdom
-$74.3M -1,674,941 Closed