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Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
301
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$6.89K +35 +219%
GFP
302
Gryphon Financial Partners
Ohio
$9K
CIP
303
Convergence Investment Partners
Florida
$9K +$8.66K +44 New
FA
304
Fortis Advisors
Pennsylvania
$9K +$8.66K +44 New
PFO
305
Pathstone Family Office
New Jersey
$9K +$8.86K +45 New
CAW
306
Cornerstone Advisors (Washington)
Washington
$8K
HNB
307
Huntington National Bank
Ohio
$8K +$7.88K +40 New
HMS
308
Hanseatic Management Services
New Mexico
$7K
KF
309
Krilogy Financial
Missouri
$6K
SPIA
310
Steward Partners Investment Advisory
New York
$6K +$2.17K +11 +50%
Lazard Asset Management
311
Lazard Asset Management
New York
$6K +$6.5K +33 New
FCB
312
First Command Bank
Texas
$5.36K +$5.32K +27 New
BAM
313
Barrett Asset Management
New York
$5K
HWP
314
Hefty Wealth Partners
Indiana
$5K
IWM
315
IHT Wealth Management
Illinois
$5K
TIM
316
Tortoise Investment Management
New York
$5K
PMFA
317
Plante Moran Financial Advisors
Michigan
$5K +$985 +5 +25%
FCFS
318
First Command Financial Services
Texas
$5K +$5.32K +27 New
WEC
319
Winslow Evans & Crocker
Massachusetts
$4.57K
SA
320
SRH Advisors
Kansas
$4K
TC
321
Trilogy Capital
California
$4K +$3.74K +19 New
ACS
322
Archford Capital Strategies
Illinois
$4K +$4.13K +21 New
SWP
323
Strategic Wealth Partners
Ohio
$4K +$4.33K +22 New
AF
324
Allworth Financial
California
$3K
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$3K