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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.6K -85 -17%
IFAM
202
Institutional & Family Asset Management
Colorado
$7K
MCM
203
Manchester Capital Management
Vermont
$7K
MCC
204
Money Concepts Capital
Florida
$7K
VCM
205
Versant Capital Management
Arizona
$7K
EI
206
Ellevest Inc
New York
$7K +$7.95K +423 New
ECM
207
Estabrook Capital Management
New York
$6.93K
SWA
208
Sutton Wealth Advisors
Florida
$6.81K
C
209
Covestor
United Kingdom
$5K +$2.2K +117 +64%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$4K -$432 -23 -8%
PCG
211
Private Capital Group
Connecticut
$4K
WTC
212
WhitTier Trust Company
Nevada
$4K
BTI
213
Blue Trust Inc
Georgia
$4K +$3.87K +206 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$4K +$4.79K +255 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$3K -$1.41K -75 -30%
Bessemer Group
216
Bessemer Group
New Jersey
$3K
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$3K
BIA
218
Bell Investment Advisors
California
$3K +$3.4K +181 New
BCMLT
219
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
CAM
220
ClariVest Asset Management
California
$2K
PB
221
Pinnacle Bancorp
Nebraska
$2K
GRP
222
Global Retirement Partners
California
$2K +$789 +42 +56%
Barrow, Hanley, Mewhinney & Strauss
223
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K +$1.92K +102 New
MGIM
224
M&G Investment Management
United Kingdom
$1.35K +$79.9K +4,252 +6%
GWS
225
Glassman Wealth Services
Virginia
$1K -$1.45K -77 -53%