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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$217K +$615 +5 +0.3%
IWA
177
Intercontinental Wealth Advisors
Texas
$212K -$252K -2,050 -56%
FMA
178
FNY Managed Accounts
New York
$199K +$184K +1,500 New
SIA
179
Sit Investment Associates
Minnesota
$149K -$181K -1,475 -57%
CAW
180
Cornerstone Advisors (Washington)
Washington
$149K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$143K +$10.6K +86 +9%
CFG
182
Citizens Financial Group
Rhode Island
$96K -$4.92K -40 -5%
RIM
183
Ranger International Management
Illinois
$93K – – –
QCG
184
Quadrant Capital Group
Ohio
$84K +$22.9K +186 +36%
PCP
185
Proficio Capital Partners
Massachusetts
$73K +$37.4K +304 +127%
RWA
186
Ropes Wealth Advisors
Massachusetts
$68K -$98.4K -800 -61%
FPFS
187
First Personal Financial Services
North Carolina
$57K – – –
PA
188
Parallel Advisors
California
$56K -$2.83K -23 -5%
WT
189
Whittier Trust
California
$56K +$9.96K +81 +24%
HIIFS
190
Harel Insurance Investments & Financial Services
Israel
$49K +$46.7K +380 New
TCM
191
Tanaka Capital Management
New York
$38K – – –
TI
192
Turner Investments
Pennsylvania
$36K -$14.8K -120 -31%
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
WPA
194
West Paces Advisors
Georgia
$33.2K – – –
FPS
195
Fieldpoint Private Securities
Connecticut
$30K +$27.7K +225 New
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$29K – – –
BIG
197
Bellwether Investment Group
Tennessee
$28K – – –
TJHA
198
Thomas J. Herzfeld Advisors
Florida
$27K +$2.46K +20 +11%
AP
199
Advisors Preferred
Maryland
$22K +$20K +163 New
LIA
200
LS Investment Advisors
Michigan
$21K – – –