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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
351
Legacy Financial Advisors
Kentucky
$140K +$133K +2,117 New
WVP
352
Worth Venture Partners
New Jersey
$140K +$133K +2,121 New
Geneos Wealth Management
353
Geneos Wealth Management
Colorado
$139K +$755 +12 +0.6%
Integrated Wealth Concepts
354
Integrated Wealth Concepts
Massachusetts
$138K -$3.27K -52 -2%
SWA
355
Stratos Wealth Advisors
Ohio
$138K +$441 +7 +0.3%
MC
356
Moors & Cabot
Massachusetts
$137K – – –
Smith Salley Wealth Management
357
Smith Salley Wealth Management
North Carolina
$137K – – –
Pzena Investment Management
358
Pzena Investment Management
New York
$137K +$130K +2,072 New
AP
359
Advisor Partners
California
$136K -$27.4K -436 -18%
Baker Avenue Asset Management
360
Baker Avenue Asset Management
California
$136K +$129K +2,048 New
CF
361
Centaurus Financial
California
$135K -$17.3K -275 -12%
APA
362
American Portfolios Advisors
New York
$134K -$6.8K -108 -5%
MW
363
Marcum Wealth
Ohio
$134K +$4.78K +76 +4%
Commerce Bank
364
Commerce Bank
Missouri
$133K +$51.4K +817 +69%
AL
365
Arnhold LLC
New York
$132K – – –
Brown Brothers Harriman & Co
366
Brown Brothers Harriman & Co
New York
$132K – – –
CCM
367
Consolidated Capital Management
California
$132K – – –
NLP
368
Next Level Private
New York
$132K – – –
Miracle Mile Advisors
369
Miracle Mile Advisors
California
$130K – – –
Cetera Advisors
370
Cetera Advisors
Colorado
$130K +$1.64K +26 +1%
Ferguson Wellman Capital Management
371
Ferguson Wellman Capital Management
Oregon
$128K -$9.19K -146 -7%
FWM
372
Frontier Wealth Management
Missouri
$128K – – –
Sigma Planning Corp
373
Sigma Planning Corp
Michigan
$128K +$3.9K +62 +3%
RegentAtlantic Capital
374
RegentAtlantic Capital
New Jersey
$127K -$261K -4,148 -68%
SP
375
Successful Portfolios
Florida
$127K -$3.65K -58 -3%