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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
926
Genesis Wealth Advisors
Massachusetts
$88.6K +$7.83K +505 +9%
BC
927
Bartlett & Co
Ohio
$88K -$46.5K -3,000 -34%
BCI
928
Brinker Capital Investments
Pennsylvania
$85K -$140 -9 -0.2%
Manulife (Manufacturers Life Insurance)
929
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.3K +$1.2M +77,497 +1%
BL
930
Balentine LLC
Georgia
$82K
CHP
931
Cable Hill Partners
Oregon
$82K +$279 +18 +0.3%
WC
932
Whitnell & Co
Illinois
$77K +$32.6K +2,100 +70%
RWM
933
Raffa Wealth Management
District of Columbia
$76.4K +$77.5K +5,000 +5,556%
AP
934
Atwood & Palmer
Missouri
$75K
NIMI
935
Natixis Investment Managers International
France
$73K -$39.9K -2,575 -35%
AWM
936
Avior Wealth Management
Nebraska
$73K
PH
937
Pinnacle Holdings
Oklahoma
$72.1K +$62 +4 +0.1%
TC
938
Trust Company
Kansas
$71K +$65.1K +4,200 +840%
BAM
939
Bruderman Asset Management
New York
$68K -$15.8K -1,018 -18%
CFSG
940
Community Financial Services Group
Vermont
$68K
NC
941
NewSquare Capital
Pennsylvania
$68K
CPP
942
Crow Point Partners
Massachusetts
$68K +$6.51K +420 +10%
BBPWM
943
Blue Bell Private Wealth Management
Pennsylvania
$67K -$7.22K -466 -9%
FWM
944
Focused Wealth Management
New York
$64K -$6.34K -409 -9%
S
945
SignatureFD
Georgia
$64K +$25.4K +1,639 +63%
PIM
946
Parasol Investment Management
Illinois
$62K +$46.5K +3,000 +273%
EMA
947
Efficient Market Advisors
California
$60K -$15.5K -1,000 -20%
TFO
948
Tarbox Family Office
California
$59K -$47 -3 -0.1%
IF
949
Ironwood Financial
Arizona
$59K +$5.3K +342 +9%
JG
950
Jefferies Group
New York
$58K -$8.53K -550 -13%