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Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Caprock Group
Idaho
$45K +$2.85K +871 +8%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$44K
JAM
153
Jupiter Asset Management
United Kingdom
$44K +$37.9K +11,600 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$42K +$36.1K +11,032 New
HFS
155
Howard Financial Services
Texas
$40K
DAM
156
Deltec Asset Management
New York
$38K
EP
157
Eudaimonia Partners
Tennessee
$38K
PA
158
Parallel Advisors
California
$30K
CHAM
159
Clear Harbor Asset Management
Connecticut
$28.3K +$24.4K +7,450 New
EDRH
160
Edmond de Rothschild Holding
Switzerland
$27K +$9.48K +2,900 +70%
LC
161
Lindbrook Capital
California
$26K
IA
162
IFP Advisors
Florida
$24K -$654 -200 -3%
BBHC
163
Brown Brothers Harriman & Co
New York
$21K -$3.63K -1,111 -17%
WT
164
Whittier Trust
California
$20K +$17.2K +5,252 New
IRC
165
Investors Research Corp
Georgia
$19K
CB
166
CNB Bank
Pennsylvania
$17K
FHA
167
Flagship Harbor Advisors
Massachusetts
$16K
QCG
168
Quadrant Capital Group
Ohio
$15K +$592 +181 +5%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$15K +$3.51K +1,072 +38%
SIM
170
Seaview Investment Managers
Florida
$14K +$5.34K +1,632 New
BFC
171
Bedel Financial Consulting
Indiana
$12K
ASN
172
Advisory Services Network
Georgia
$12K +$10.2K +3,111 New
HNB
173
Huntington National Bank
Ohio
$10K
FFA
174
Founders Financial Alliance
North Carolina
$10K +$8.74K +2,673 New
VFA
175
Valeo Financial Advisors
Indiana
$7K -$1.23K -376 -16%