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Name Holding Trade Value Shares
Change
Change in
Stake
WT
326
Whittier Trust
California
$259K +$11.5K +166 +4%
CAL
327
Capital Analysts LLC
Pennsylvania
$258K -$4.86K -70 -2%
CCA
328
Checchi Capital Advisers
California
$255K -$19.5K -281 -6%
DBRC
329
D.B. Root & Company
Pennsylvania
$246K +$694 +10 +0.2%
CAN
330
Cetera Advisor Networks
California
$246K +$20.4K +294 +8%
FRM
331
Fox Run Management
Connecticut
$241K +$287K +4,141 New
WI
332
WrapManager Inc
California
$240K -$44.9K -647 -14%
LJAC
333
L.J. Altfest & Co
New York
$237K +$7.21K +104 +3%
PA
334
Parallel Advisors
California
$235K -$1.46K -21 -0.5%
PAM
335
Palisade Asset Management
Minnesota
$234K
4WM
336
44 Wealth Management
Oregon
$227K
AO
337
Advisor OS
Illinois
$227K
LNC
338
Lincoln National Corp
Pennsylvania
$226K +$59.1K +852 +28%
FB
339
Fulton Bank
Pennsylvania
$225K +$26.8K +387 +11%
SPP
340
Single Point Partners
Massachusetts
$225K +$269K +3,872 New
TFS
341
Thoroughbred Financial Services
Tennessee
$224K -$89.3K -1,287 -25%
OWA
342
One Wealth Advisors
California
$223K +$1.8K +26 +0.7%
LWAC
343
Laurel Wealth Advisors (California)
California
$221K +$139 +2 +0.1%
Voloridge Investment Management
344
Voloridge Investment Management
Florida
$221K +$263K +3,796 New
PWP
345
Pursue Wealth Partners
California
$220K
IWA
346
Icon Wealth Advisors
Texas
$217K +$259K +3,727 New
SIA
347
Schechter Investment Advisors
Michigan
$213K -$18.9K -273 -7%
SFA
348
Sequoia Financial Advisors
Ohio
$212K -$87.3K -1,258 -26%
GRP
349
Global Retirement Partners
California
$212K +$971 +14 +0.4%
PHS
350
Pekin Hardy Strauss
Illinois
$210K -$25.7K -370 -9%