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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$122K -$74.5K -7,110 -42%
RG
177
Rathbones Group
United Kingdom
$122K
GIBU
178
Gulf International Bank (UK)
United Kingdom
$119K
EW
179
Evoke Wealth
California
$86K
CP
180
Castleview Partners
Texas
$80K +$68.3K +6,524 New
HFS
181
Horizon Financial Services
North Carolina
$78K
GWS
182
Glassman Wealth Services
Virginia
$76K -$84 -8 -0.1%
IA
183
IFP Advisors
Florida
$63K -$50.3K -4,800 -48%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$61K
PP
185
PrairieView Partners
Minnesota
$55K -$36.7K -3,500 -44%
PA
186
Parallel Advisors
California
$48K +$4.69K +448 +13%
GWM
187
Geneos Wealth Management
Colorado
$47K +$17.4K +1,660 +71%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$45K +$38.7K +3,697 New
Credit Agricole
189
Credit Agricole
France
$42K +$15.5K +1,484 +75%
Mitsubishi UFJ Trust & Banking
190
Mitsubishi UFJ Trust & Banking
Japan
$42K +$36.5K +3,484 New
ACA
191
Atlas Capital Advisors
Wyoming
$39.2K -$9.06K -865 -21%
Baillie Gifford & Co
192
Baillie Gifford & Co
United Kingdom
$38K
QCG
193
Quadrant Capital Group
Ohio
$38K +$14.2K +1,354 +76%
NFG
194
Next Financial Group
Texas
$37K +$2.62K +250 +9%
MAM
195
McCarthy Asset Management
California
$35K -$22.3K -2,129 -43%
ZB
196
Zions Bancorporation
Utah
$33K
HCP
197
Hexagon Capital Partners
Arkansas
$31K -$403K -38,500 -94%
SIS
198
Sound Income Strategies
Florida
$31K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$27K +$1.36K +130 +6%
EVM
200
Eaton Vance Management
Massachusetts
$25K +$21.9K +2,090 New