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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
126
Independent Portfolio Consultants
Florida
$112K -$19.3K -778 -15%
AG
127
Advisor Group
Arizona
$87K -$4.57K -184 -5%
YWP
128
YorkBridge Wealth Partners
New York
$60K +$2.63K +106 +5%
Creative Planning
129
Creative Planning
Kansas
$59K +$49.6K +1,996 +484%
QCG
130
Quadrant Capital Group
Ohio
$44K -$75 -3 -0.1%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$43K +$4.57K +184 +12%
GT
132
Glenmede Trust
Pennsylvania
$41K
HR
133
Howe & Rusling
New York
$39K
SIAS
134
Shine Investment Advisory Services
Colorado
$38K +$38.4K +1,546 New
MA
135
MCF Advisors
Kentucky
$34K
Simplex Trading
136
Simplex Trading
Illinois
$27K +$3.03K +122 +12%
BC
137
Bartlett & Co
Ohio
$24K
HIIFS
138
Harel Insurance Investments & Financial Services
Israel
$24K
RFA
139
Reilly Financial Advisors
California
$23K
VIA
140
Vantage Investment Advisors
Pennsylvania
$19K
OIA
141
OneDigital Investment Advisors
Kansas
$19K +$19.9K +800 New
FWM
142
Focused Wealth Management
New York
$17K
LWCFA
143
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
FHA
144
First Horizon Advisors
Tennessee
$14K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$13K -$72K -2,899 -85%
GWM
146
Geneos Wealth Management
Colorado
$12K
WA
147
WealthTrust-Arizona
Arizona
$9K -$8.72K -351 -50%
DPA
148
Delphi Private Advisors
California
$8K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$7K
WA
150
Winfield Associates
Ohio
$6K -$621 -25 -9%