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Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
201
BlackRock
New York
$72K -$1.53K -31 -2%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$50K
AA
203
Apriem Advisors
California
$36K
AIM
204
Advantage Investment Management
Iowa
$31K +$14.9K +300 +86%
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$18K -$39.1K -790 -67%
IWMPD
206
Integrated Wealth Management (Palm Desert)
California
$15K +$16.3K +330 New
WAM
207
Wolverine Asset Management
Illinois
$14K -$459K -9,274 -97%
LWCFA
208
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$13.9K +280 New
TDC
209
Thompson Davis & Co
Virginia
$12K +$6.19K +125 +100%
FNBT
210
FineMark National Bank & Trust
Florida
$10K -$7.82K -158 -42%
GWM
211
Gupta Wealth Management
California
$8K +$7.92K +160 New
OIA
212
Optimum Investment Advisors
Illinois
$6K
MFS
213
MSI Financial Services
Massachusetts
$5K -$1.19K -24 -19%
IMS
214
Index Management Solutions
Pennsylvania
$5K +$5.74K +116 New
CHP
215
Cable Hill Partners
Oregon
$5K +$5.89K +119 New
ASN
216
Advisory Services Network
Georgia
$4K +$1.24K +25 +50%
WCM
217
Wealthcare Capital Management
Virginia
$4K +$3.71K +75 New
CCM
218
Cupps Capital Management
Illinois
$3K -$58K -1,172 -94%
RIA
219
Regal Investment Advisors
Michigan
$2K -$14.9K -300 -86%
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$248 -5 -12%
RFA
221
Reilly Financial Advisors
California
$2K +$1.73K +35 New
1832 Asset Management
222
1832 Asset Management
Ontario, Canada
$2K +$2.48K +50 New
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.8K
AWS
224
Aris Wealth Services
Pennsylvania
$1K +$693 +14 New
RWM
225
Raffa Wealth Management
District of Columbia
$568 +$594 +12 New