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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Endurance Wealth Management
Rhode Island
$46K
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$43K
AssetMark Inc
203
AssetMark Inc
California
$39K -$3.09K -201 -7%
SIC
204
Salem Investment Counselors
North Carolina
$29K -$7.68K -500 -21%
PG
205
Patten Group
Tennessee
$28K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$27K -$57.8K -3,761 -68%
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$27K
FHA
208
First Horizon Advisors
Tennessee
$25K
IA
209
IFP Advisors
Florida
$24K +$15.4K +1,000 +169%
MFW
210
Mosaic Family Wealth
Missouri
$24K +$24.6K +1,600 New
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$19K -$1.72K -112 -9%
BBHC
212
Brown Brothers Harriman & Co
New York
$19K
BC
213
Bartlett & Co
Ohio
$18K
PAM
214
Panagora Asset Management
Massachusetts
$15K -$15 -1 -0.1%
AIS
215
Accurate Investment Solutions
Pennsylvania
$14K +$13.8K +900 New
CFA
216
Camarda Financial Advisors
Florida
$12K
CG
217
Cutler Group
California
$11K +$11.3K +733 New
RE
218
RBC Europe
United Kingdom
$10.8K +$10.8K +705 New
VNA
219
Valley National Advisers
Pennsylvania
$7K -$92 -6 -1%
RFS
220
Rockefeller Financial Services
New York
$7K +$2.63K +171 +70%
OAJ
221
Ogorek Anthony Joseph
New York
$7K +$7.68K +500 New
MCM
222
Manchester Capital Management
Vermont
$6K
BFEC
223
Benjamin F. Edwards & Company
Missouri
$6K +$3.76K +245 +196%
GT
224
Glenmede Trust
Pennsylvania
$5K -$4.61K -300 -46%
ASN
225
Advisory Services Network
Georgia
$5K