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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
751
First Manhattan
New York
$152K
CB
752
CNB Bank
Pennsylvania
$149K +$12.3K +111 +9%
SPWG
753
Sage Private Wealth Group
Illinois
$145K +$1.22K +11 +0.8%
CCM
754
Covington Capital Management
California
$142K
GRP
755
Global Retirement Partners
California
$142K +$1.44K +13 +1%
CWM
756
Castle Wealth Management
Florida
$133K
AA
757
Alta Advisers
United Kingdom
$126K +$133K +1,200 New
EW
758
Evoke Wealth
California
$125K
TFS
759
TrustCore Financial Services
Tennessee
$116K +$6.21K +56 +5%
CFD
760
Creative Financial Designs
Indiana
$114K +$1.66K +15 +1%
S
761
Seeyond
France
$109K -$6.43K -58 -5%
HNWAG
762
High Net Worth Advisory Group
Florida
$108K
CA
763
Clearstead Advisors
Ohio
$104K +$34.8K +314 +46%
SSG
764
Summit Securities Group
New York
$104K +$110K +990 New
HGERS
765
Householder Group Estate & Retirement Specialist
Arizona
$103K +$109K +981 New
HI
766
Harbour Investments
Wisconsin
$98K
GEA
767
Glen Eagle Advisors
New Jersey
$96.1K
WFA
768
Wipfli Financial Advisors
Wisconsin
$95K +$101K +908 New
FCA
769
FinTrust Capital Advisors
South Carolina
$93K
C
770
Covestor
United Kingdom
$93K +$96.2K +868 +2,553%
TSWM
771
Tyler-Stone Wealth Management
Ohio
$91K -$19.4K -175 -17%
SCA
772
Stonebridge Capital Advisors
Minnesota
$91K
AIP
773
Almanack Investment Partners
Pennsylvania
$90K +$94.6K +854 New
AWM
774
Avior Wealth Management
Nebraska
$84K -$6.21K -56 -7%
RTC
775
Riverview Trust Company
Washington
$83K +$87.8K +792 New