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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
201
Sargent Bickham Lagudis
Colorado
$54K
DSN
202
D. Scott Neal
Kentucky
$46K
TCM
203
TD Capital Management
Tennessee
$27K
LWA
204
Lenox Wealth Advisors
New York
$27K +$19.1K +395 +373%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$24K +$289 +6 +1%
BWP
206
Baldwin Wealth Partners
Massachusetts
$19K
PCTC
207
Perkins Coie Trust Company
Washington
$19K
JP Morgan Chase
208
JP Morgan Chase
New York
$17K -$3.67K -76 -19%
CBOA
209
Commonwealth Bank of Australia
Australia
$16K
MSA
210
Marino Stram & Associates
Massachusetts
$16K
SWA
211
Sutton Wealth Advisors
Florida
$13.5K +$12.1K +251 New
KCPG
212
Kavar Capital Partners Group
Kansas
$11K +$9.65K +200 New
SIM
213
Sonora Investment Management
Arizona
$10.8K
SEI Investments
214
SEI Investments
Pennsylvania
$10K -$16.4K -339 -66%
SPIA
215
Steward Partners Investment Advisory
New York
$10K
VFA
216
Valeo Financial Advisors
Indiana
$10K
Nomura Holdings
217
Nomura Holdings
Japan
$9.48K -$159K -3,296 -2%
PAM
218
Panagora Asset Management
Massachusetts
$8K -$17.5K -363 -72%
ASN
219
Advisory Services Network
Georgia
$8K
PA
220
Parallel Advisors
California
$8K +$7.24K +150 New
WC
221
Whitney & Co
New York
$8K +$7.24K +150 New
PHK
222
Point72 Hong Kong
Hong Kong
$8K +$7.48K +155 New
ZB
223
Zions Bancorporation
Utah
$8K +$7.52K +156 New
PWM
224
Perigon Wealth Management
California
$6K
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$6K +$2.7K +56 +114%