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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$99K -$6.49K -134 -6%
OMCS
252
Old Mutual Customised Solutions
South Africa
$88K -$150K -3,103 -63%
TG
253
TLP Group
Illinois
$72K -$507K -10,477 -87%
PCP
254
Proficio Capital Partners
Massachusetts
$70K +$21K +433 +42%
MFS
255
MSI Financial Services
Massachusetts
$69K +$9.2K +190 +15%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$58K -$75.2K -1,553 -56%
PCM
257
Prelude Capital Management
New York
$58K -$4.21K -87 -7%
AG
258
Advisor Group
Arizona
$55K +$5.57K +115 +11%
S
259
SignatureFD
Georgia
$55K +$39K +805 +236%
JFA
260
JNBA Financial Advisors
Minnesota
$55K +$55.5K +1,146 New
GS
261
GAM Systematic
United Kingdom
$51K -$98.4K -2,033 -66%
IA
262
IFP Advisors
Florida
$48K +$17.1K +353 +55%
AIS
263
Accurate Investment Solutions
Pennsylvania
$41K – – –
CF
264
CenterStar Fund
Illinois
$41K – – –
PMFA
265
Plante Moran Financial Advisors
Michigan
$39K – – –
NFG
266
Next Financial Group
Texas
$33K +$1.55K +32 +5%
PCM
267
Penserra Capital Management
California
$33K +$4.36K +90 +15%
EWM
268
Endurance Wealth Management
Rhode Island
$29K – – –
BWP
269
Baldwin Wealth Partners
Massachusetts
$28K – – –
LWCFA
270
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
SF
271
Synovus Financial
Georgia
$23K – – –
CFA
272
Carroll Financial Associates
North Carolina
$21K – – –
QCG
273
Quadrant Capital Group
Ohio
$21K +$2.03K +42 +8%
DSC
274
Duncker Streett & Co
Missouri
$17K +$16.7K +344 New
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$9.05K +187 +128%