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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Next Financial Group
Texas
$121K +$5.97K +102 +5%
AAP
202
Arax Advisory Partners
Colorado
$117K -$33.2K -568 -20%
S
203
SignatureFD
Georgia
$102K +$2.87K +49 +3%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$95K -$40.1K -685 -27%
GT
205
Glenmede Trust
Pennsylvania
$93K
Lazard Asset Management
206
Lazard Asset Management
New York
$89K -$4.77M -81,474 -98%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$81K -$2.92K -50 -3%
FHA
208
First Horizon Advisors
Tennessee
$81K +$936 +16 +1%
TFA
209
Toth Financial Advisory
Virginia
$76K +$84.8K +1,450 New
Macquarie Group
210
Macquarie Group
Australia
$74K +$81.9K +1,400 New
IA
211
IFP Advisors
Florida
$58K -$877 -15 -1%
TF
212
Tompkins Financial
New York
$39K
Asset Management One
213
Asset Management One
Japan
$35K +$39.3K +672 New
SFS
214
Sowell Financial Services
Arkansas
$29K +$7.96K +136 +32%
HIA
215
Harbor Investment Advisory
Maryland
$26K -$58 -1 -0.2%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$26K +$2.69K +46 +10%
PCG
217
Private Capital Group
Connecticut
$19K +$20.9K +357 New
BCM
218
Bourgeon Capital Management
Connecticut
$16K +$17.5K +300 New
PA
219
Procyon Advisors
Connecticut
$15K -$819 -14 -5%
PFO
220
Pathstone Family Office
New Jersey
$13K +$14.9K +254 New
QI
221
QS Investors
New York
$11K
CFA
222
Carroll Financial Associates
North Carolina
$8K -$47.7K -816 -84%
VFA
223
Valeo Financial Advisors
Indiana
$8K
ME
224
McIlrath & Eck
Washington
$8K +$9.3K +159 New
GEA
225
Glen Eagle Advisors
New Jersey
$7.63K +$8.48K +145 New