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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$108K +$40.7K +506 +65%
FPFS
227
First Personal Financial Services
North Carolina
$92K -$64.2K -797 -42%
FC
228
FORA Capital
Florida
$89K +$86K +1,068 New
FL
229
Fort LP
Maryland
$72K -$104K -1,296 -60%
PA
230
Parallel Advisors
California
$70K -$2.58K -32 -4%
BCWM
231
Bartlett & Co Wealth Management
Ohio
$62.8K
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$62K -$26.4K -328 -31%
CFGS
233
Concourse Financial Group Securities
Alabama
$60K +$16.9K +210 +42%
NFG
234
Next Financial Group
Texas
$59K -$106K -1,314 -65%
FHA
235
First Horizon Advisors
Tennessee
$50K
VCM
236
Vigilant Capital Management
Maine
$44K
GWM
237
Geneos Wealth Management
Colorado
$36K
LC
238
Lindbrook Capital
California
$35K
GT
239
Glenmede Trust
Pennsylvania
$31K +$20.6K +256 +215%
ZB
240
Zions Bancorporation
Utah
$30K
HGWM
241
Harvest Group Wealth Management
Massachusetts
$28K
EWM
242
Endurance Wealth Management
Rhode Island
$25K
MA
243
MUFG Americas
New York
$25K
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
$25K +$24K +298 New
BGC
245
Beutel, Goodman & Co
Ontario, Canada
$25K +$24.2K +300 New
PP
246
Pacifica Partners
Canada
$25K +$24.2K +300 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$21K
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
HPC
249
HM Payson & Co
Maine
$16K
FANJ
250
Financial Architects (New Jersey)
New Jersey
$14K