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Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$202K +$1.45K +80 +0.7%
JIC
102
Johnson Investment Counsel
Ohio
$202K +$203K +11,245 New
JCM
103
Jacobi Capital Management
Pennsylvania
$200K +$28.7K +1,585 +16%
TAM
104
Tyers Asset Management
Texas
$191K
QCG
105
Quadrant Capital Group
Ohio
$179K +$1.63K +90 +0.8%
AssetMark Inc
106
AssetMark Inc
California
$163K -$57.9K -3,200 -26%
NA
107
Neuburgh Advisers
California
$150K
OIA
108
OneDigital Investment Advisors
Kansas
$125K +$126K +6,955 New
ZB
109
Zions Bancorporation
Utah
$114K +$114K +6,325 New
MCIM
110
Meadow Creek Investment Management
Georgia
$109K
PCG
111
Private Capital Group
Connecticut
$102K
PCP
112
Proficio Capital Partners
Massachusetts
$100K +$4.34K +240 +5%
IDBONY
113
Israel Discount Bank of New York
New York
$91K
BC
114
Bartlett & Co
Ohio
$90K
BCWM
115
Bartlett & Co Wealth Management
Ohio
$89.9K +$90.5K +5,000 New
GT
116
Glenmede Trust
Pennsylvania
$83K
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65K +$12.5K +690 +24%
CTC
118
Central Trust Company
Missouri
$62K -$50.9K -2,810 -45%
PFA
119
Pathway Financial Advisors
Vermont
$50K
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$4.16K +230 +11%
FGC
121
Financial Gravity Companies
Texas
$38K +$37.7K +2,085 +5,957%
FGAM
122
Financial Gravity Asset Management
Texas
$38K +$38.4K +2,120 New
PA
123
Parallel Advisors
California
$36K -$362 -20 -1%
LWA
124
Lenox Wealth Advisors
New York
$35K +$32.9K +1,820 +1,255%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$31K +$6.79K +375 +28%