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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
101
Private Capital Group
Connecticut
$97K +$96.4K +5,695 New
PCP
102
Proficio Capital Partners
Massachusetts
$90K -$18.2K -1,075 -17%
IDBONY
103
Israel Discount Bank of New York
New York
$86K
BC
104
Bartlett & Co
Ohio
$85K
GT
105
Glenmede Trust
Pennsylvania
$83K +$27.8K +1,640 +49%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$40.6K +2,400 +485%
PFA
107
Pathway Financial Advisors
Vermont
$47K +$47.3K +2,795 New
BL
108
Balentine LLC
Georgia
$38K
EFSCE
109
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
PA
110
Parallel Advisors
California
$34K +$339 +20 +1%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$23K +$15.8K +935 +231%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$22K
IA
113
IFP Advisors
Florida
$21K +$1.02K +60 +5%
CAW
114
Cornerstone Advisors (Washington)
Washington
$20K
SPIA
115
Steward Partners Investment Advisory
New York
$18K +$4.4K +260 +32%
BBHC
116
Brown Brothers Harriman & Co
New York
$15K +$15K +885 New
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$13K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$11K +$6.01K +355 +111%
CA
119
Calton & Associates
Florida
$10K +$9.31K +550 New
LFA
120
Legacy Financial Advisors
Kentucky
$10K +$10.2K +600 New
PWM
121
Paulson Wealth Management
Illinois
$9K +$8.8K +520 New
LIA
122
LS Investment Advisors
Michigan
$8K
FPFS
123
First Personal Financial Services
North Carolina
$8K +$8.38K +495 New
DVM
124
Dreman Value Management
Florida
$7K
WA
125
Winfield Associates
Ohio
$7K +$423 +25 +7%