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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$17K
DSC
302
Duncker Streett & Co
Missouri
$16K
BBHC
303
Brown Brothers Harriman & Co
New York
$16K +$15.1K +276 New
FANJ
304
Financial Architects (New Jersey)
New Jersey
$15K
LWM
305
Liberty Wealth Management
California
$15K
PMFA
306
Plante Moran Financial Advisors
Michigan
$15K +$55 +1 +0.4%
IA
307
IFP Advisors
Florida
$13K -$19.8K -362 -62%
PFSC
308
Peoples Financial Services Corp
Pennsylvania
$13K
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$12K -$12.3K -226 -52%
SSB
310
Sandy Spring Bank
Maryland
$12K -$437 -8 -4%
ST
311
Smithfield Trust
Pennsylvania
$12K
TCOV
312
Trust Company of Vermont
Vermont
$11K
AssetMark Inc
313
AssetMark Inc
California
$10K
FCA
314
FinTrust Capital Advisors
South Carolina
$10K
RCAG
315
Rehmann Capital Advisory Group
Michigan
$9.45K -$8.9K -163 -50%
TSW
316
Thompson Siegel & Walmsley
Virginia
$9K -$1.04K -19 -11%
BFC
317
Bedel Financial Consulting
Indiana
$9K
PA
318
Parallel Advisors
California
$9K
GWS
319
Glassman Wealth Services
Virginia
$9K +$8.24K +151 New
AF
320
Advisornet Financial
Minnesota
$7K
BCA
321
Berman Capital Advisors
Georgia
$7K +$2.24K +41 +47%
SCM
322
Shelton Capital Management
Colorado
$6.72K -$346K -6,331 -94%
FC
323
Ferris Capital
Massachusetts
$6K
NL
324
NVWM LLC
Pennsylvania
$6K
WHG
325
Westwood Holdings Group
Texas
$6K