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Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
WFG Advisors
Texas
$113K +$4.53K +20 +4%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$108K
MWM
553
Mascoma Wealth Management
New Hampshire
$103K
RFM
554
Royal Fund Management
Florida
$103K +$97.4K +430 New
WPA
555
West Paces Advisors
Georgia
$101K
LNB
556
Ledyard National Bank
$98K
PA
557
Parallel Advisors
California
$95K +$13.6K +60 +17%
EWM
558
Evercore Wealth Management
New York
$93K +$83.1K +367 +1,835%
AIM
559
Arcadia Investment Management
Michigan
$90K
PSUF
560
People's United Financial
Connecticut
$85K
CSS
561
Cubist Systematic Strategies
Connecticut
$80K -$1.93M -8,532 -96%
AssetMark Inc
562
AssetMark Inc
California
$80K +$226 +1 +0.3%
GLI
563
Guardian Life Insurance
New York
$79K -$56.1K -248 -43%
FFC
564
First Financial Corp
Indiana
$77K
YWP
565
YorkBridge Wealth Partners
New York
$72K
SIAS
566
Shine Investment Advisory Services
Colorado
$70K +$66.1K +292 New
AIM
567
Advantage Investment Management
Iowa
$69K +$679 +3 +1%
VCM
568
Versant Capital Management
Arizona
$65K
WAM
569
Wealthspire Advisors (Maryland)
Maryland
$64K +$15.2K +67 +34%
GWM
570
Geneos Wealth Management
Colorado
$63K -$906 -4 -2%
CAW
571
Cornerstone Advisors (Washington)
Washington
$63K
CTC
572
Central Trust Company
Missouri
$61K
CFG
573
Citizens Financial Group
Rhode Island
$59K -$31.9K -141 -36%
SWA
574
Sutton Wealth Advisors
Florida
$57K +$679 +3 +1%
FANJ
575
Financial Architects (New Jersey)
New Jersey
$56K +$5.89K +26 +13%