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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$28K
PCP
202
Proficio Capital Partners
Massachusetts
$28K
BTIS
203
BB&T Investment Services
North Carolina
$18K +$8.8K +244 +95%
GRP
204
Global Retirement Partners
California
$17K
GWM
205
Geneos Wealth Management
Colorado
$16K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$16K +$974 +27 +7%
ASN
207
Advisory Services Network
Georgia
$14K
CAL
208
Capital Analysts LLC
Pennsylvania
$14K
TCOV
209
Trust Company of Vermont
Vermont
$14K
Barclays
210
Barclays
United Kingdom
$13K +$4.44K +123 +50%
TF
211
Tompkins Financial
New York
$12K
SEI Investments
212
SEI Investments
Pennsylvania
$10K +$1.7K +47 +19%
IWM
213
IHT Wealth Management
Illinois
$9K
AssetMark Inc
214
AssetMark Inc
California
$9K +$1.19K +33 +16%
BNP Paribas Financial Markets
215
BNP Paribas Financial Markets
France
$8.59K
NFG
216
Next Financial Group
Texas
$8K
CBOA
217
Commonwealth Bank of Australia
Australia
$7K -$43.2K -1,199 -84%
MA
218
MUFG Americas
New York
$7K -$5.41K -150 -44%
CHC
219
City Holding Co
West Virginia
$6K
CCM
220
Cribstone Capital Management
Maine
$5K
OIA
221
OneDigital Investment Advisors
Kansas
$5K
WEC
222
Winslow Evans & Crocker
Massachusetts
$3.62K +$36 +1 +1%
BWP
223
Baldwin Wealth Partners
Massachusetts
$2K +$2.02K +56 New
HR
224
Howe & Rusling
New York
$1K
WA
225
Winfield Associates
Ohio
$1K