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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
301
Capital Bank & Trust
California
$191K +$184K +24,000 New
PG
302
PEAK6 Group
Illinois
$185K +$179K +23,324 New
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$181K – – –
HNB
304
Huntington National Bank
Ohio
$179K +$26.6K +3,472 +18%
ST
305
Smithfield Trust
Pennsylvania
$171K +$3.89K +508 +2%
PA
306
Parallel Advisors
California
$140K -$130K -16,916 -49%
SIC
307
Salem Investment Counselors
North Carolina
$130K – – –
AssetMark Inc
308
AssetMark Inc
California
$128K +$9.99K +1,304 +9%
WEC
309
Winslow Evans & Crocker
Massachusetts
$100K +$73.6K +9,600 New
AF
310
Allworth Financial
California
$90K – – –
AIM
311
Acrospire Investment Management
Illinois
$85K +$82.3K +10,736 New
WAM
312
Wealthspire Advisors (Maryland)
Maryland
$82K -$16.1K -2,100 -17%
WTC
313
WhitTier Trust Company
Nevada
$82K +$48K +6,260 +154%
Creative Planning
314
Creative Planning
Kansas
$76K +$9.32K +1,216 +15%
IPC
315
Independent Portfolio Consultants
Florida
$73K -$45.1K -5,884 -39%
AAP
316
Arax Advisory Partners
Colorado
$65K – – –
Toronto Dominion Bank
317
Toronto Dominion Bank
Ontario, Canada
$61K – – –
IA
318
IFP Advisors
Florida
$55K -$2.94K -384 -5%
LA
319
Legacy Advisors
Pennsylvania
$51K – – –
EMG
320
ETF Managers Group
New Jersey
$49K +$47.4K +6,192 New
SAM
321
Solaris Asset Management
New York
$43K – – –
PFO
322
Pathstone Family Office
New Jersey
$37K +$36K +4,704 New
FANJ
323
Financial Architects (New Jersey)
New Jersey
$27K – – –
PAM
324
Paradigm Asset Management
New York
$23.8K +$23K +3,000 New
PCP
325
Proficio Capital Partners
Massachusetts
$21K -$14K -1,832 -40%