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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$7K +$2.83K +82 +71%
AOWM
102
Alpha Omega Wealth Management
Virginia
$7K +$6.91K +200 New
MGIA
103
Moneta Group Investment Advisors
Missouri
$7K +$6.91K +200 New
CFA
104
Carroll Financial Associates
North Carolina
$6K
DVM
105
Dreman Value Management
Florida
$6K
POIA
106
Pin Oak Investment Advisors
Texas
$6K
WAS
107
Winch Advisory Services
Wisconsin
$6K
CIP
108
Convergence Investment Partners
Florida
$6K +$5.7K +165 New
SIAS
109
Shine Investment Advisory Services
Colorado
$5K
HNB
110
Huntington National Bank
Ohio
$5K +$1.07K +31 +30%
FGC
111
Financial Gravity Companies
Texas
$5K +$4.15K +120 +1,091%
FGAM
112
Financial Gravity Asset Management
Texas
$5K +$4.53K +131 New
ASN
113
Advisory Services Network
Georgia
$4K
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$4K +$4.29K +124 New
PCG
115
Private Capital Group
Connecticut
$3K
SWM
116
SeaCrest Wealth Management
New York
$3K
CAW
117
Cornerstone Advisors (Washington)
Washington
$3K +$1.14K +33 +60%
LF
118
Lee Financial
Texas
$3K +$2.9K +84 New
IIC
119
Integrated Investment Consultants
Michigan
$3K +$2.94K +85 New
DOA
120
D'Orazio & Associates
Virginia
$3K +$3.46K +100 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.46K +100 New
MYIA
122
Mount Yale Investment Advisors
Colorado
$2K +$1.73K +50 New
SIM
123
Sonora Investment Management
Arizona
$1.7K
CTC
124
Central Trust Company
Missouri
$1K -$1.52K -44 -58%
Deutsche Bank
125
Deutsche Bank
Germany
$1K