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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
World Asset Management
Michigan
$242K +$408 +13 +0.2%
RJA
202
Raymond James & Associates
Florida
$239K -$124K -3,961 -34%
CL
203
Choreo LLC
Illinois
$237K +$32.1K +1,021 +16%
IR
204
Invictus RG
Bermuda
$237K +$237K +7,543 New
LIA
205
LS Investment Advisors
Michigan
$229K -$6.69K -213 -3%
JAFL
206
Jay A. Fishman Ltd
Michigan
$226K -$119K -3,800 -35%
US Bancorp
207
US Bancorp
Minnesota
$188K +$16K +510 +9%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$175K +$12.7K +403 +8%
SEC
209
Seven Eight Capital
New York
$151K -$462K -14,700 -75%
SWA
210
Sutton Wealth Advisors
Florida
$123K – – –
PIM
211
Partner Investment Management
California
$116K -$190K -6,062 -62%
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$104K -$105K -3,345 -50%
OMCS
213
Old Mutual Customised Solutions
South Africa
$104K – – –
MWM
214
Mascoma Wealth Management
New Hampshire
$103K -$7.54K -240 -7%
SEI Investments
215
SEI Investments
Pennsylvania
$100K -$51.7K -1,645 -34%
KBC Group
216
KBC Group
Belgium
$98K +$98.2K +3,127 New
DADC
217
D.A. Davidson & Co
Montana
$97K – – –
CG
218
Cutler Group
California
$80K -$385K -12,255 -83%
AG
219
Advisor Group
Arizona
$76K -$35.2K -1,119 -32%
RA
220
Rational Advisors
New York
$57K -$31.4K -1,000 -36%
AIM
221
Acrospire Investment Management
Illinois
$47K -$107K -3,413 -70%
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$41K -$44K -1,400 -52%
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$36K +$1.1K +35 +3%
IA
224
IFP Advisors
Florida
$32K – – –
WTB
225
Washington Trust Bank
Washington
$31K – – –