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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$32K +$28.9K +11,748 New
CF
127
Centaurus Financial
California
$31K
MC
128
Moors & Cabot
Massachusetts
$31K
WT
129
Whittier Trust
California
$31K
AP
130
Adero Partners
California
$31K +$28.1K +11,432 New
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$30K -$3.95K -1,609 -13%
WA
132
Wealth Architects
California
$30K +$27.2K +11,067 New
KeyBank National Association
133
KeyBank National Association
Ohio
$30K +$27.3K +11,114 New
FIM
134
Fruth Investment Management
Texas
$29K
GLLW
135
Graves Light Lenhart Wealth
Virginia
$29K
GT
136
Glenmede Trust
Pennsylvania
$27K +$4.94K +2,010 +25%
EI
137
Ellevest Inc
New York
$27K +$18.7K +7,603 +317%
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
SSB
139
Sandy Spring Bank
Maryland
$24K
GRP
140
Global Retirement Partners
California
$21K -$1.34K -545 -7%
CWA
141
Carolina Wealth Advisors
South Carolina
$21K
JP Morgan Chase
142
JP Morgan Chase
New York
$21K +$13.1K +5,329 +219%
CFA
143
Carroll Financial Associates
North Carolina
$19K
CFG
144
CKW Financial Group
Hawaii
$17K +$2.93K +1,192 +23%
FCA
145
FinTrust Capital Advisors
South Carolina
$14K
GWM
146
Geneos Wealth Management
Colorado
$14K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$14K +$4.21K +1,713 +49%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$9K +$673 +274 +9%
LWM
149
Lenox Wealth Management
Ohio
$6K -$4.84K -1,970 -44%
LWM
150
Liberty Wealth Management
California
$6K +$5.88K +2,391 New