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Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
201
Commonwealth Bank of Australia
Australia
$64K +$62.8K +3,744 New
IA
202
IFP Advisors
Florida
$62K +$29.2K +1,738 +93%
NA
203
Neuburgh Advisers
California
$52K
NIMI
204
Natixis Investment Managers International
France
$48K
FHA
205
First Horizon Advisors
Tennessee
$44K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$40K +$28.6K +1,704 +284%
OAM
207
Oppenheimer Asset Management
New York
$36K +$1.75K +104 +5%
AssetMark Inc
208
AssetMark Inc
California
$34K -$3.19K -190 -9%
MIP
209
Mondrian Investment Partners
United Kingdom
$33K +$201 +12 +0.8%
RFA
210
Reilly Financial Advisors
California
$29K +$22.5K +1,340 +401%
GWM
211
Geneos Wealth Management
Colorado
$25K
JAM
212
JCIC Asset Management
Ontario, Canada
$23K +$22.1K +1,320 New
FWM
213
Focused Wealth Management
New York
$21K
GEA
214
Glen Eagle Advisors
New Jersey
$20.8K
TRCT
215
Tower Research Capital (TRC)
New York
$19K +$2.18K +130 +18%
HCM
216
Highlander Capital Management
New Jersey
$15K
LF
217
Lee Financial
Texas
$14K
VNA
218
Valley National Advisers
Pennsylvania
$14K
Bessemer Group
219
Bessemer Group
New Jersey
$8K +$1.21K +72 +19%
ASN
220
Advisory Services Network
Georgia
$7K
HWM
221
Holloway Wealth Management
Florida
$7K
LIA
222
LS Investment Advisors
Michigan
$5K
ZB
223
Zions Bancorporation
Utah
$5K +$1.14K +68 +32%
BTIS
224
BB&T Investment Services
North Carolina
$5K +$1.44K +86 +42%
CHC
225
City Holding Co
West Virginia
$4K -$3.59K -214 -48%