Name Holding Trade Value Shares
Change
Change in
Stake
STA
126
Summit Trail Advisors
New York
$3K +$2.72K +85 New
SWP
127
Stratos Wealth Partners
Ohio
$3K +$3.2K +100 New
CA
128
Calton & Associates
Florida
$3K +$3.23K +101 New
WOC
129
West Oak Capital
California
$2.56K – – –
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$2K – – –
NSIM
131
North Star Investment Management
Illinois
$2K – – –
OFW
132
Omnia Family Wealth
Florida
$2K – – –
SWM
133
SeaCrest Wealth Management
New York
$2K +$2.46K +77 New
ECM
134
Estabrook Capital Management
New York
$1.17K – – –
IA
135
IFP Advisors
Florida
$1K -$64 -2 -5%
AssetMark Inc
136
AssetMark Inc
California
$1K – – –
ClearBridge Investments
137
ClearBridge Investments
New York
$1K – – –
GWM
138
Geneos Wealth Management
Colorado
$1K – – –
OIA
139
OneDigital Investment Advisors
Kansas
$1K – – –
PFSC
140
Peoples Financial Services Corp
Pennsylvania
$1K – – –
ST
141
Smithfield Trust
Pennsylvania
$1K – – –
TCOV
142
Trust Company of Vermont
Vermont
$1K – – –
US Bancorp
143
US Bancorp
Minnesota
$1K – – –
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$1K +$96 +3 +21%
AG
145
Advisor Group
Arizona
$1K +$608 +19 +146%
RFC
146
Regions Financial Corp
Alabama
$1K +$864 +27 New
SPIA
147
Steward Partners Investment Advisory
New York
$1K +$1.76K +55 +1,100%
AIM
148
Anchor Investment Management
South Carolina
$494 – – –
WEC
149
Winslow Evans & Crocker
Massachusetts
$340 – – –
APA
150
American Portfolios Advisors
New York
$185 +$192 +6 New