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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
301
Holistic Financial Partners
Indiana
$73K +$72.6K +1,395 New
PCP
302
Proficio Capital Partners
Massachusetts
$68K +$1.09K +21 +2%
TRCT
303
Tower Research Capital (TRC)
New York
$66K +$56.3K +1,082 +611%
QI
304
QS Investors
New York
$63K
GT
305
Glenmede Trust
Pennsylvania
$60K +$20.9K +401 +54%
PA
306
Parallel Advisors
California
$55K
STA
307
Summit Trail Advisors
New York
$40K +$38K +729 New
CFG
308
Citizens Financial Group
Rhode Island
$38K -$9.11K -175 -19%
GRP
309
Global Retirement Partners
California
$36K +$13K +249 +57%
PMFA
310
Plante Moran Financial Advisors
Michigan
$33K +$26K +500 +388%
EWM
311
Endurance Wealth Management
Rhode Island
$26K
LFA
312
Legacy Financial Advisors
Kentucky
$26K +$26.2K +504 New
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$25K +$24.8K +477 New
RPC
314
Rossmore Private Capital
Connecticut
$24.2K +$23.9K +460 New
HR
315
Howe & Rusling
New York
$21K
WA
316
Winfield Associates
Ohio
$20K
GT
317
Greenleaf Trust
Michigan
$18K
DCM
318
Delpha Capital Management
New York
$18K +$18.2K +349 New
EWM
319
Evercore Wealth Management
New York
$17K
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$16K -$1.25K -24 -7%
CTC
321
Central Trust Company
Missouri
$16K -$208 -4 -1%
APA
322
American Portfolios Advisors
New York
$15.8K +$15.6K +300 New
AssetMark Inc
323
AssetMark Inc
California
$13K -$31.9K -613 -72%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$13K
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$12K