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Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$561K +$117K +4,325 +29%
DAC
52
Dividend Assets Capital
South Carolina
$543K -$48.6K -1,793 -9%
BRWA
53
B. Riley Wealth Advisors
Florida
$541K +$31.5K +1,162 +7%
TYCC
54
Texas Yale Capital Corp
Florida
$489K
Creative Planning
55
Creative Planning
Kansas
$488K +$35K +1,290 +8%
GC
56
Guggenheim Capital
Illinois
$476K -$74K -2,731 -14%
Ameriprise
57
Ameriprise
Minnesota
$456K -$40.9K -1,508 -9%
JF
58
Jump Financial
Illinois
$436K +$411K +15,159 New
MP
59
McDonald Partners
Ohio
$432K +$407K +15,000 New
KACA
60
Kayne Anderson Capital Advisors
California
$428K
HighTower Advisors
61
HighTower Advisors
Illinois
$424K +$29.5K +1,087 +8%
PWM
62
Perigon Wealth Management
California
$417K -$163K -6,000 -29%
QCIG
63
Quad-Cities Investment Group
Iowa
$413K +$6.83K +252 +2%
Stifel Financial
64
Stifel Financial
Missouri
$408K +$3.31K +122 +0.9%
Barclays
65
Barclays
United Kingdom
$389K -$39.2K -1,446 -10%
PA
66
PSI Advisors
Florida
$377K
JP Morgan Chase
67
JP Morgan Chase
New York
$352K -$438K -16,172 -57%
HVIA
68
Hudson Valley Investment Advisors
New York
$345K +$325K +12,000 New
IAA
69
Independent Advisor Alliance
North Carolina
$327K -$38.3K -1,412 -11%
CS
70
Credit Suisse
Switzerland
$317K -$40.1K -1,478 -12%
KPW
71
Kore Private Wealth
New York
$303K
BWP
72
Baldwin Wealth Partners
Massachusetts
$302K
II
73
Inspire Investing
Idaho
$300K +$282K +10,416 New
FFN
74
Focus Financial Network
Minnesota
$294K +$25.9K +954 +10%
AIM
75
Anchor Investment Management
South Carolina
$292K +$94.9K +3,500 +53%