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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$207K +$195K +3,770 New
ACM
127
Ativo Capital Management
Illinois
$206K +$194K +3,750 New
T
128
Thomaspartners
Massachusetts
$206K +$194K +3,750 New
CS
129
Credential Securities
$166K +$13.9K +268 +10%
SG Americas Securities
130
SG Americas Securities
New York
$156K
JWA
131
JFS Wealth Advisors
Pennsylvania
$154K +$145K +2,800 New
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$139K
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$116K +$48.1K +930 +79%
MCM
134
Manchester Capital Management
Vermont
$114K +$108K +2,082 New
FHA
135
First Horizon Advisors
Tennessee
$98K +$25.9K +501 +35%
Nomura Holdings
136
Nomura Holdings
Japan
$88K
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$78K -$4.71K -91 -6%
GT
138
Glenmede Trust
Pennsylvania
$48K +$7.81K +151 +20%
ECM
139
Estabrook Capital Management
New York
$38.4K
WEC
140
Winslow Evans & Crocker
Massachusetts
$36.7K +$7.76K +150 +29%
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
LIA
142
LS Investment Advisors
Michigan
$35K +$3.41K +66 +11%
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$27K
BFEC
144
Benjamin F. Edwards & Company
Missouri
$27K +$25.9K +500 New
MFS
145
MSI Financial Services
Massachusetts
$26K +$155 +3 +0.6%
HR
146
Howe & Rusling
New York
$22K -$4.09K -79 -17%
EWM
147
Evercore Wealth Management
New York
$22K +$19.2K +371 +1,237%
Creative Planning
148
Creative Planning
Kansas
$21K -$32.2K -622 -62%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$21K -$9.83K -190 -33%
PAS
150
Partnervest Advisory Services
California
$20K -$15.7K -303 -45%