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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$622K +$77.6K +3,922 +15%
PCS
227
Personal CFO Solutions
New Jersey
$610K -$3.27K -165 -0.6%
FRM
228
Fox Run Management
Connecticut
$607K +$581K +29,348 New
NP
229
Nilsine Partners
Colorado
$575K -$12.9K -654 -2%
TSS
230
Two Sigma Securities
New York
$568K +$185K +9,362 +52%
NFSG
231
Newbridge Financial Services Group
Florida
$553K +$529K +26,745 New
CCM
232
Coldstream Capital Management
Washington
$551K +$162K +8,207 +44%
M&T Bank
233
M&T Bank
New York
$544K +$16K +808 +3%
BA
234
Bridgewater Advisors
New York
$542K +$5.56K +281 +1%
BIG
235
Brooklyn Investment Group
New York
$533K -$10.2K -515 -2%
PHS
236
Pekin Hardy Strauss
Illinois
$516K +$29.7K +1,500 +6%
JFG
237
Jefferies Financial Group
New York
$504K -$4.57K -231 -0.9%
HWM
238
HB Wealth Management
Georgia
$500K +$92K +4,645 +24%
VFA
239
Valeo Financial Advisors
Indiana
$500K +$30.6K +1,545 +7%
AC
240
AlphaCore Capital
California
$490K +$359K +18,126 +325%
SCP
241
Sivia Capital Partners
California
$489K +$1.47K +74 +0.3%
WA
242
Wealth Architects
California
$487K -$13.7K -693 -3%
DS
243
DRW Securities
Illinois
$486K +$467K +23,571 New
KPWS
244
Kestra Private Wealth Services
Texas
$486K -$461K -23,289 -50%
SWP
245
Sagespring Wealth Partners
Tennessee
$485K -$61K -3,081 -12%
BF
246
Brucke Financial
Indiana
$482K +$227K +11,467 +105%
CGA
247
Channing Global Advisors
Florida
$479K -$36.8K -1,859 -7%
ONB
248
Old National Bancorp
Indiana
$453K -$38.5K -1,946 -8%
HIP
249
HUB Investment Partners
Texas
$439K +$45.8K +2,312 +12%
ONGA
250
O'Neil Global Advisors
California
$437K