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Name Holding Trade Value Shares
Change
Change in
Stake
LF
51
Lee Financial
Texas
$681K
FC
52
Ferris Capital
Massachusetts
$664K
NAM
53
Nexpoint Asset Management
Texas
$607K +$615K +19,285 New
PAG
54
Private Advisor Group
New Jersey
$600K -$23.2K -728 -4%
Ameriprise
55
Ameriprise
Minnesota
$576K -$485K -15,214 -45%
SPC
56
Sigma Planning Corp
Michigan
$539K +$17.1K +536 +3%
NA
57
NewEdge Advisors
Louisiana
$535K
TYCC
58
Texas Yale Capital Corp
Florida
$535K
KACA
59
Kayne Anderson Capital Advisors
California
$468K
Creative Planning
60
Creative Planning
Kansas
$450K -$47.5K -1,490 -9%
AIA
61
Arrow Investment Advisors
Maryland
$436K +$28.4K +892 +7%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$428K +$166K +5,197 +62%
BRWA
63
B. Riley Wealth Advisors
Florida
$420K +$198K +6,210 +87%
HighTower Advisors
64
HighTower Advisors
Illinois
$411K -$74.1K -2,326 -15%
GH
65
GAM Holding
Switzerland
$401K -$221K -6,919 -35%
IAA
66
Independent Advisor Alliance
North Carolina
$398K
CT
67
Coastline Trust
Rhode Island
$396K +$401K +12,595 New
Stifel Financial
68
Stifel Financial
Missouri
$387K +$91.1K +2,858 +30%
MIAN
69
Mariner Independent Advisor Network
Kansas
$382K +$8.06K +253 +2%
CFB
70
Cullen/Frost Bankers
Texas
$377K
BTS
71
BB&T Securities
Virginia
$370K +$25.5K +800 +7%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$354K -$57.2K -1,796 -14%
QCIG
73
Quad-Cities Investment Group
Iowa
$354K +$4.24K +133 +1%
HVIA
74
Hudson Valley Investment Advisors
New York
$346K
CS
75
Credit Suisse
Switzerland
$344K -$65.1K -2,042 -16%