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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
151
SevenBridge Financial Group
Pennsylvania
$79K +$83.4K +3,100 New
S
152
SignatureFD
Georgia
$77K +$39K +1,450 +91%
PCP
153
Proficio Capital Partners
Massachusetts
$67K +$25.8K +960 +64%
Creative Planning
154
Creative Planning
Kansas
$61K -$63.3K -2,350 -50%
TRCT
155
Tower Research Capital (TRC)
New York
$61K +$51K +1,896 +374%
BC
156
Bartlett & Co
Ohio
$58K
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K -$296 -11 -0.5%
AssetMark Inc
158
AssetMark Inc
California
$48K -$8.99K -334 -15%
QCG
159
Quadrant Capital Group
Ohio
$45K +$18.7K +694 +50%
MFS
160
MSI Financial Services
Massachusetts
$40K -$36.9K -1,370 -46%
TDC
161
Thompson Davis & Co
Virginia
$31K +$4.17K +155 +15%
AIM
162
Acrospire Investment Management
Illinois
$24K -$32.3K -1,200 -56%
FNBSF
163
First National Bank Sioux Falls
South Dakota
$24K
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$24K +$2.83K +105 +13%
LIA
165
LS Investment Advisors
Michigan
$20K
KT
166
Kanaly Trust
Texas
$20K +$7.16K +266 +51%
H
167
Hexavest
Quebec, Canada
$17K
Parallax Volatility Advisers
168
Parallax Volatility Advisers
California
$17K +$18.4K +684 New
RWA
169
Ropes Wealth Advisors
Massachusetts
$16K
AWMS
170
Advocacy Wealth Management Services
Georgia
$15K
ZB
171
Zions Bancorporation
Utah
$15K +$1.48K +55 +11%
ASN
172
Advisory Services Network
Georgia
$14K +$13K +484 +988%
CCM
173
Cribstone Capital Management
Maine
$14K +$14.9K +552 New
JIC
174
Joel Isaacson & Co
New York
$13K
WEC
175
Winslow Evans & Crocker
Massachusetts
$12.8K +$27 +1 +0.2%