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Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Bartlett & Co
Ohio
$86K – – –
BCWM
277
Bartlett & Co Wealth Management
Ohio
$85.8K – – –
JIR
278
James Investment Research
Ohio
$77K -$203K -4,140 -74%
BCI
279
Brinker Capital Investments
Pennsylvania
$68K +$63.8K +1,302 New
PCP
280
Proficio Capital Partners
Massachusetts
$64K – – –
QI
281
QS Investors
New York
$63K – – –
CFGS
282
Concourse Financial Group Securities
Alabama
$63K +$10.2K +209 +21%
AAP
283
Arax Advisory Partners
Colorado
$59K +$56.1K +1,144 New
HIIFS
284
Harel Insurance Investments & Financial Services
Israel
$51K +$48K +980 New
BBHC
285
Brown Brothers Harriman & Co
New York
$50K +$47K +959 New
HNB
286
Huntington National Bank
Ohio
$47K -$686 -14 -2%
CFG
287
Citizens Financial Group
Rhode Island
$41K -$9.8K -200 -20%
LWM
288
Liberty Wealth Management
California
$40K – – –
RTC
289
Riverview Trust Company
Washington
$39K – – –
ASN
290
Advisory Services Network
Georgia
$33K +$7.65K +156 +32%
PCM
291
Penserra Capital Management
California
$30K -$10.6K -217 -27%
FPFS
292
First Personal Financial Services
North Carolina
$29K – – –
FANJ
293
Financial Architects (New Jersey)
New Jersey
$26K -$228K -4,649 -90%
EWM
294
Endurance Wealth Management
Rhode Island
$26K – – –
PA
295
Parallel Advisors
California
$26K – – –
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$294 -6 -1%
LC
298
Lindbrook Capital
California
$24K – – –
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$24K +$2.65K +54 +13%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$23K – – –