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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$85K +$27.6K +1,505 +49%
FPFS
227
First Personal Financial Services
North Carolina
$79K +$27.9K +1,521 +55%
PGA
228
Premia Global Advisors
Florida
$76K +$76K +4,143 New
GWM
229
Geneos Wealth Management
Colorado
$74K +$3.43K +187 +5%
APA
230
American Portfolios Advisors
New York
$70.1K +$69.6K +3,796 New
PCP
231
Proficio Capital Partners
Massachusetts
$67K +$2.29K +125 +4%
IWM
232
IHT Wealth Management
Illinois
$56K +$9.17K +500 +20%
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54K +$47.9K +2,610 +711%
KJWM
234
Kiley Juergens Wealth Management
Washington
$54K +$53.7K +2,928 New
HR
235
Howe & Rusling
New York
$51K
CFA
236
Carroll Financial Associates
North Carolina
$49K
RPC
237
Rossmore Private Capital
Connecticut
$48.1K +$47.8K +2,607 New
CAW
238
Cornerstone Advisors (Washington)
Washington
$46K
Bessemer Group
239
Bessemer Group
New Jersey
$38K
OWA
240
One Wealth Advisors
California
$38K +$37.6K +2,050 New
LIA
241
LS Investment Advisors
Michigan
$34K
AF
242
Advisornet Financial
Minnesota
$34K +$34.1K +1,861 New
UBS AM
243
UBS AM
Illinois
$33.7K +$12.2K +663 +57%
PA
244
Parallel Advisors
California
$31K
BTIS
245
BB&T Investment Services
North Carolina
$29K +$16.1K +879 +126%
SSB
246
Sandy Spring Bank
Maryland
$28K +$5.21K +284 +23%
PMFA
247
Plante Moran Financial Advisors
Michigan
$28K +$27.5K +1,500 New
WA
248
Winfield Associates
Ohio
$24K
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
SIC
250
Salem Investment Counselors
North Carolina
$22K -$14.9K -810 -41%