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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
226
TRUE Private Wealth Advisors
Oregon
$30K +$32.1K +1,288 New
GT
227
Glenmede Trust
Pennsylvania
$29K
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$29K +$4.98K +200 +19%
APA
229
American Portfolios Advisors
New York
$28.9K -$1.74K -70 -5%
FNB
230
Farmers National Bank
Kentucky
$26K
SPIA
231
Steward Partners Investment Advisory
New York
$25K +$27K +1,082 New
AF
232
Allworth Financial
California
$24K -$11.4K -456 -31%
SFPIA
233
Stevens First Principles Investment Advisors
California
$22K
HNB
234
Huntington National Bank
Ohio
$19K +$822 +33 +4%
SWA
235
Sutton Wealth Advisors
Florida
$18.5K
GRP
236
Global Retirement Partners
California
$18K +$14K +562 +299%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
AssetMark Inc
238
AssetMark Inc
California
$16K -$1.67K -67 -9%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$15K
DWM
240
Doyle Wealth Management
Florida
$15K +$15.5K +621 New
IUHSA
241
Itau Unibanco Holding S.A.
Brazil
$14K -$22.9K -918 -60%
AIS
242
Accurate Investment Solutions
Pennsylvania
$14K
EWM
243
Endurance Wealth Management
Rhode Island
$14K
CTC
244
Central Trust Company
Missouri
$12K
TCOV
245
Trust Company of Vermont
Vermont
$11K
BC
246
Bartlett & Co
Ohio
$10K
CB
247
Community Bank
New York
$10K
First Manhattan
248
First Manhattan
New York
$10K
BCWM
249
Bartlett & Co Wealth Management
Ohio
$9.71K
FPFS
250
First Personal Financial Services
North Carolina
$9K