Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Greenwich Wealth Management
Connecticut
$18K +$260K +14,200 New
BC
127
Bartlett & Co
Ohio
$16K – – –
BCWM
128
Bartlett & Co Wealth Management
Ohio
$16K +$18.3K +1,000 New
RFA
129
Reilly Financial Advisors
California
$15K – – –
VIA
130
Vantage Investment Advisors
Pennsylvania
$13K – – –
JCM
131
Jacobi Capital Management
Pennsylvania
$12K – – –
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$10K -$14K -764 -56%
LWCFA
133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
GWM
135
Geneos Wealth Management
Colorado
$7K – – –
RFC
136
Regions Financial Corp
Alabama
$6K -$19.6K -1,074 -73%
SWP
137
Stratos Wealth Partners
Ohio
$6K – – –
DPA
138
Delphi Private Advisors
California
$5K – – –
LIA
139
LS Investment Advisors
Michigan
$4K – – –
IA
140
IFP Advisors
Florida
$3K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$2K -$62.4K -3,410 -97%
MOS
142
MGO One Seven
Ohio
$2K -$439 -24 -20%
SWM
143
SeaCrest Wealth Management
New York
$2K – – –
WTB
144
Washington Trust Bank
Washington
$2K – – –
YWP
145
YorkBridge Wealth Partners
New York
$2K – – –
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$1.08K +59 +70%
PMFA
147
Plante Moran Financial Advisors
Michigan
$2K +$1.83K +100 New
PCG
148
Private Capital Group
Connecticut
$1K -$17.3K -944 -94%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$1K -$1.55K -85 -65%
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –