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Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
201
Old Mutual Customised Solutions
South Africa
$124K
MWM
202
Mascoma Wealth Management
New Hampshire
$122K
DADC
203
D.A. Davidson & Co
Montana
$116K
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$100K -$22.8K -673 -20%
WA
205
Winfield Associates
Ohio
$94K +$58.5K +1,730 +225%
AG
206
Advisor Group
Arizona
$91K +$34 +1 +0%
IR
207
Invictus RG
Bermuda
$89K -$175K -5,180 -69%
KBC Group
208
KBC Group
Belgium
$77K -$35.9K -1,062 -34%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$47K -$1.32K -39 -3%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$45K +$1.96K +58 +5%
IA
211
IFP Advisors
Florida
$40K +$1.08K +32 +3%
WTB
212
Washington Trust Bank
Washington
$38K
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$30K -$6.53K -193 -19%
NSIM
214
North Star Investment Management
Illinois
$30K
RFA
215
Reilly Financial Advisors
California
$27K
HFM
216
Hartford Financial Management
Connecticut
$26K
WCBA
217
Weaver C. Barksdale & Associates
Tennessee
$24K -$4.2K -124 -16%
CPIG
218
Chicago Partners Investment Group
Illinois
$24K +$23.7K +700 New
HNB
219
Huntington National Bank
Ohio
$23K +$20.3K +600 New
YWP
220
YorkBridge Wealth Partners
New York
$22K
AIL
221
AGF Investments LLC
Ontario, Canada
$19K +$6.7K +198 +65%
DAM
222
Delta Asset Management
Tennessee
$15K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$15K
OIA
224
OneDigital Investment Advisors
Kansas
$14K +$12.3K +364 New
WEC
225
Winslow Evans & Crocker
Massachusetts
$13.5K