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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
226
Macroview Investment Management
Maryland
$33K +$34.5K +1,458 New
FPFS
227
First Personal Financial Services
North Carolina
$29K
PI
228
PineBridge Investments
New York
$28K
ASN
229
Advisory Services Network
Georgia
$27K
BBHC
230
Brown Brothers Harriman & Co
New York
$23K
AIM
231
Anchor Investment Management
South Carolina
$22.9K -$40.2K -1,700 -63%
PCP
232
Proficio Capital Partners
Massachusetts
$20K
CGT
233
Capital Guardian Trust
California
$20K +$20.4K +865 New
TF
234
Tompkins Financial
New York
$18K
Victory Capital Management
235
Victory Capital Management
Texas
$17K
WAM
236
Wealthspire Advisors (Maryland)
Maryland
$17K +$12.5K +531 +249%
DSI
237
Daiwa SB Investments
Japan
$16K +$1.42K +60 +10%
CBT
238
Capital Bank & Trust
California
$15K +$15.5K +655 New
CCM
239
Covington Capital Management
California
$14K
RFC
240
Regions Financial Corp
Alabama
$13K
BWM
241
BerganKDV Wealth Management
Minnesota
$12K
IA
242
IFP Advisors
Florida
$11K -$71 -3 -0.6%
PWAG
243
Polaris Wealth Advisory Group
California
$11K
ACM
244
Aviance Capital Management
Florida
$10K -$8.49M -359,078 -100%
AF
245
Allworth Financial
California
$10K
AIL
246
AGF Investments LLC
Ontario, Canada
$9K -$9.4K -398 -50%
FWM
247
Focused Wealth Management
New York
$9K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$7K
HI
249
Hudock Inc
Pennsylvania
$6K
LFA
250
Legacy Financial Advisors
Kentucky
$6K