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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
201
Glassman Wealth Services
Virginia
$17K
AF
202
Advisornet Financial
Minnesota
$17K +$16.4K +200 New
PA
203
Procyon Advisors
Connecticut
$15K +$14.9K +182 New
GT
204
Glenmede Trust
Pennsylvania
$13K -$5.07K -62 -28%
S
205
SignatureFD
Georgia
$13K
ETI
206
Enterprise Trust & Investment
California
$10K
SFS
207
Sowell Financial Services
Arkansas
$10K +$3.03K +37 +47%
PCM
208
Penserra Capital Management
California
$9K +$2.21K +27 +26%
IA
209
IFP Advisors
Florida
$9K +$8.18K +100 New
CFFP
210
Center for Financial Planning
Michigan
$7K +$6.71K +82 New
SPIA
211
Steward Partners Investment Advisory
New York
$6K
LWM
212
Lenox Wealth Management
Ohio
$6K +$5.56K +68 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$6K +$5.89K +72 New
BL
214
Balentine LLC
Georgia
$5K
HDIM
215
Hanson & Doremus Investment Management
Vermont
$5K
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
TFS
217
TrustCore Financial Services
Tennessee
$4K
QCG
218
Quadrant Capital Group
Ohio
$4K +$1.06K +13 +30%
BCA
219
Berman Capital Advisors
Georgia
$3K
FHA
220
Flagship Harbor Advisors
Massachusetts
$3K +$82 +1 +3%
IA
221
IndexIQ Advisors
New York
$3K +$2.45K +30 New
PA
222
Parallel Advisors
California
$3K +$2.78K +34 New
EFSCE
223
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
ZB
224
Zions Bancorporation
Utah
$2K
CFG
225
Citizens Financial Group
Rhode Island
$2K +$1.64K +20 New