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Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$127K +$70K +35 +121%
Simplex Trading
52
Simplex Trading
Illinois
$126K +$126K +63 New
UBS Group
53
UBS Group
Switzerland
$121K -$1.1M -552 -90%
KAS
54
Kestra Advisory Services
Texas
$108K -$4K -2 -4%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$104K -$88K -44 -46%
SC
56
Solstein Capital
California
$92K -$34K -17 -27%
PCM
57
Penserra Capital Management
California
$80K +$80K +40 New
FF
58
FourThought Financial
Florida
$50K -$4K -2 -7%
ASN
59
Advisory Services Network
Georgia
$36K +$36K +18 New
DTIM
60
Danda Trouve Investment Management
Kansas
$32K +$32K +16 New
FCA
61
FinTrust Capital Advisors
South Carolina
$20K +$20K +10 New
Bank of America
62
Bank of America
North Carolina
$17K +$6K +3 +50%
TWM
63
Tradition Wealth Management
Minnesota
$15K +$16K +8 New
Morgan Stanley
64
Morgan Stanley
New York
$12K +$12K +6 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$11K +$12K +6 New
AF
66
Allworth Financial
California
$10K +$10K +5 New
HFA
67
Hoover Financial Advisors
Pennsylvania
$9K
HI
68
Harbour Investments
Wisconsin
$7K -$6K -3 -43%
TWA
69
TCI Wealth Advisors
Arizona
$6K +$6K +3 New
SIC
70
Salem Investment Counselors
North Carolina
$5K
PWA
71
Phoenix Wealth Advisors
North Carolina
$5K +$6K +3 New
NC
72
NewSquare Capital
Pennsylvania
$4K -$6K -3 -60%
BAM
73
Bellevue Asset Management
Washington
$3K
GAM
74
Gemmer Asset Management
California
$3K +$4K +2 New
Artisan Partners
75
Artisan Partners
Wisconsin
-$21.6M -10,804 Closed