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Name Holding Trade Value Shares
Change
Change in
Stake
WC
601
Whitney & Co
New York
$63K +$67.5K +3,220 New
QCG
602
Quadrant Capital Group
Ohio
$61K +$776 +37 +1%
OFS
603
Orrstown Financial Services
Pennsylvania
$59K
WTC
604
WhitTier Trust Company
Nevada
$59K
PA
605
Parallel Advisors
California
$56K +$3K +143 +5%
JA
606
JOYN Advisors
Georgia
$54K +$57.8K +2,757 New
PVH
607
Psagot Value Holdings
Israel
$54K +$57.8K +2,760 New
CBT
608
Capital Bank & Trust
California
$53K
PGWM
609
Parisi Gray Wealth Management
New Jersey
$53K +$12.1K +577 +27%
CIP
610
Convergence Investment Partners
Florida
$52K +$56.1K +2,678 New
APA
611
American Portfolios Advisors
New York
$51.7K
TAM
612
Tiverton Asset Management
Delaware
$51K -$114K -5,445 -68%
S
613
SignatureFD
Georgia
$50K +$54.1K +2,580 New
AssetMark Inc
614
AssetMark Inc
California
$49K +$901 +43 +2%
SF
615
Synovus Financial
Georgia
$49K +$51.8K +2,472 New
GLI
616
Guardian Life Insurance
New York
$48K -$21.9K -1,043 -30%
Acadian Asset Management
617
Acadian Asset Management
Massachusetts
$47K
FCAG
618
First Capital Advisors Group
New Jersey
$47K +$50.9K +2,429 New
VNA
619
Valley National Advisers
Pennsylvania
$46K
RAM
620
Riggs Asset Management
Pennsylvania
$44K
CAW
621
Cornerstone Advisors (Washington)
Washington
$41K
MDCM
622
Morgan Dempsey Capital Management
Wisconsin
$40.2K -$1.82K -87 -4%
IBOK
623
Independence Bank of Kentucky
Kentucky
$39K
PMFA
624
Plante Moran Financial Advisors
Michigan
$39K
FC
625
Ferris Capital
Massachusetts
$39K +$41.4K +1,977 New