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Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Glenmede Trust
Pennsylvania
$38K
AG
202
Advisor Group
Arizona
$36K -$219 -4 -0.6%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$35K +$14.4K +262 +67%
PGA
204
Premia Global Advisors
Florida
$35K +$36.3K +663 New
RCAG
205
Rehmann Capital Advisory Group
Michigan
$25.9K +$2.36K +43 +10%
Loomis, Sayles & Company
206
Loomis, Sayles & Company
Massachusetts
$24K +$24.1K +439 New
S
207
SignatureFD
Georgia
$18K
NFG
208
Next Financial Group
Texas
$16K
NFH
209
NEXT Financial Holdings
Texas
$16K +$16K +292 New
VCM
210
Versant Capital Management
Arizona
$15K -$712 -13 -4%
Asset Management One
211
Asset Management One
Japan
$12K -$493K -9,000 -97%
GWM
212
Geneos Wealth Management
Colorado
$12K
PCM
213
Peregrine Capital Management
Minnesota
$11K -$6.61M -120,578 -100%
CFGS
214
Concourse Financial Group Securities
Alabama
$11K +$4.99K +91 +73%
GAM
215
Gemmer Asset Management
California
$10K
PCP
216
Proficio Capital Partners
Massachusetts
$10K +$10.4K +190 New
QCG
217
Quadrant Capital Group
Ohio
$7K -$1.75K -32 -18%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$3K +$2.63K +48 New
VFA
219
Valeo Financial Advisors
Indiana
$2K -$1.43K -26 -40%
ASN
220
Advisory Services Network
Georgia
$2K
KPW
221
Kore Private Wealth
New York
$2K
LFA
222
Legacy Financial Advisors
Kentucky
$1K +$603 +11 New
FHA
223
First Horizon Advisors
Tennessee
$1K +$1.31K +24 New
CAW
224
Cornerstone Advisors (Washington)
Washington
$1K +$1.43K +26 New
FIM
225
Foresters Investment Management
New York
-$8.2M -196,200 Closed