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Global Partners

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$587K +$1.59K +31 +0.3%
AWM
52
Apollon Wealth Management
South Carolina
$571K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$561K -$88.9K -1,729 -14%
AAA
54
Adams Asset Advisors
Texas
$520K
WE
55
Wealth Effects
Massachusetts
$475K
FA
56
Fiducient Advisors
Illinois
$431K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$408K +$399K +7,748 New
LPL Financial
58
LPL Financial
California
$403K +$37.8K +734 +11%
BP
59
BBR Partners
New York
$382K
Osaic Holdings
60
Osaic Holdings
Arizona
$373K -$6.33K -123 -2%
VF
61
Virtu Financial
New York
$344K +$336K +6,533 New
Brown Advisory
62
Brown Advisory
Maryland
$316K
GSC
63
G&S Capital
Colorado
$315K
TWM
64
Tradition Wealth Management
Minnesota
$290K -$77.1K -1,500 -21%
GBWM
65
Granite Bay Wealth Management
New Hampshire
$264K
SWA
66
Stratos Wealth Advisors
Ohio
$262K +$2.47K +48 +1%
ST
67
Spinnaker Trust
Maine
$240K +$5.14K +100 +2%
CWM
68
Connecticut Wealth Management
Connecticut
$228K
MOS
69
MGO One Seven
Ohio
$227K +$221K +4,303 New
GWM
70
Geneos Wealth Management
Colorado
$224K +$103K +2,000 +89%
SBCM
71
Silverberg Bernstein Capital Management
New York
$219K
NW
72
NewEdge Wealth
Pennsylvania
$216K -$887K -17,249 -80%
IA
73
Inspire Advisors
Idaho
$216K +$1.9K +37 +0.9%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$212K -$67.4K -1,311 -25%
ADMI
75
Albert D. Mason Inc
Massachusetts
$209K -$4.99K -97 -2%