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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Baldwin Wealth Partners
Massachusetts
$327K
Stifel Financial
77
Stifel Financial
Missouri
$315K +$9.8K +329 +3%
AG
78
Advisor Group
Arizona
$283K +$8.7K +292 +3%
CAMG
79
CWA Asset Management Group
Florida
$262K
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$247K -$6.76K -227 -3%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$244K +$234K +7,842 New
WEC
82
Winslow Evans & Crocker
Massachusetts
$238K
SB
83
Suntrust Banks
Georgia
$236K
LPWM
84
Lake Point Wealth Management
Texas
$235K -$26.8K -900 -11%
MFW
85
Meristem Family Wealth
Minnesota
$218K +$208K +6,988 New
SNBOSCI
86
Security National Bank of Sioux City Iowa
Iowa
$218K +$208K +7,000 New
GCIA
87
Gabelli & Co Investment Advisers
New York
$212K +$203K +6,800 New
PCM
88
Penserra Capital Management
California
$209K +$200K +6,710 New
AIM
89
Anchor Investment Management
South Carolina
$208K
OIA
90
Optimum Investment Advisors
Illinois
$156K
CG
91
Cutler Group
California
$117K +$112K +3,761 New
APA
92
American Portfolios Advisors
New York
$95K +$5.96K +200 +7%
MFW
93
Mosaic Family Wealth
Missouri
$62K
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$15.7K +526 +38%
DWM
95
Destination Wealth Management
California
$56K
BFEC
96
Benjamin F. Edwards & Company
Missouri
$54K
BBHC
97
Brown Brothers Harriman & Co
New York
$53K +$50.4K +1,694 New
RE
98
RBC Europe
United Kingdom
$52.2K +$49.9K +1,675 New
BAM
99
Bruderman Asset Management
New York
$52K +$30 +1 +0.1%
SWM
100
SeaCrest Wealth Management
New York
$51K