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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
351
Cullen/Frost Bankers
Texas
$64K
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$62K
PCG
353
Private Capital Group
Connecticut
$60K -$3.83K -21 -5%
NFSG
354
Newbridge Financial Services Group
Florida
$56K
PWA
355
Phoenix Wealth Advisors
North Carolina
$54K -$712K -3,904 -92%
NICM
356
Neo Ivy Capital Management
New York
$53K +$87.6K +480 New
AWM
357
AllSquare Wealth Management
New York
$46K
PA
358
Parallel Advisors
California
$45K +$21.2K +116 +69%
Fuller & Thaler Asset Management
359
Fuller & Thaler Asset Management
California
$41K -$11.2M -61,502 -100%
PMFA
360
Plante Moran Financial Advisors
Michigan
$41K
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$40K +$547 +3 +1%
AAM
362
Advisors Asset Management
Colorado
$40K +$45.8K +251 New
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$38K
GWM
364
Geneos Wealth Management
Colorado
$36K
EI
365
Ellevest Inc
New York
$35K +$25.7K +141 +176%
TWA
366
TCI Wealth Advisors
Arizona
$32K
HNB
367
Huntington National Bank
Ohio
$32K +$1.46K +8 +4%
QCG
368
Quadrant Capital Group
Ohio
$32K +$2.56K +14 +7%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$25K -$549K -3,010 -95%
EWM
370
Endurance Wealth Management
Rhode Island
$22K
GWS
371
Glassman Wealth Services
Virginia
$21K -$182 -1 -0.8%
GRP
372
Global Retirement Partners
California
$16K +$7.12K +39 +63%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K +$4.56K +25 +37%
VCM
374
Versant Capital Management
Arizona
$15K +$7.12K +39 +70%
RMC
375
Resources Management Corp
Connecticut
$9K