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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
EGM
126
Engineers Gate Manager
New York
$3.35M -$630K -26,118 -17%
GM
127
GeoWealth Management
Illinois
$3.23M -$1.22M -50,589 -30%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$573K +23,745 +26%
GWMR
129
GC Wealth Management RIA
Massachusetts
$3.08M -$1.19M -49,363 -30%
BCM
130
Barometer Capital Management
Ontario, Canada
$3.05M +$654K +27,100 +31%
LNWTC
131
Laird Norton Wetherby Trust Company
Washington
$3.01M +$40.9K +1,695 +2%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$3M -$159K -6,605 -6%
DT
133
Diversified Trust
Tennessee
$2.9M -$43.4K -1,798 -2%
BCM
134
BTC Capital Management
Iowa
$2.89M +$57.9K +2,400 +2%
SC
135
Scotia Capital
Ontario, Canada
$2.87M -$56K -2,321 -2%
IC
136
IEQ Capital
California
$2.86M +$41.3K +1,712 +2%
DWA
137
Dorsey Wright & Associates
California
$2.82M -$1.06M -43,874 -29%
MIP
138
Marietta Investment Partners
Wisconsin
$2.74M
GRP
139
Global Retirement Partners
California
$2.59M +$2.32M +96,343 New
HAM
140
Hedges Asset Management
Nevada
$2.54M +$2.28M +94,500 New
MYIA
141
Mount Yale Investment Advisors
Colorado
$2.54M +$27.4K +1,138 +1%
EC
142
EJF Capital
Virginia
$2.53M
NW
143
Naviter Wealth
Arkansas
$2.45M +$519K +21,515 +31%
PAM
144
PVG Asset Management
Colorado
$2.44M
IWC
145
Integrated Wealth Concepts
Massachusetts
$2.43M +$841K +34,857 +63%
BWM
146
Bluebird Wealth Management
Massachusetts
$2.35M -$373K -15,475 -15%
Corient Private Wealth
147
Corient Private Wealth
Florida
$2.34M +$2.1M +87,038 New
AFG
148
Atomi Financial Group
New York
$2.24M +$185K +7,670 +10%
EARNEST Partners
149
EARNEST Partners
Georgia
$2.16M -$51.8K -2,146 -3%
PS
150
Principal Securities
Iowa
$2.15M +$588K +24,388 +44%