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Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Community Bank
New York
$61K – – –
JFA
402
JNBA Financial Advisors
Minnesota
$58K +$1.5K +32 +3%
CAL
403
Capital Advisors Ltd
Ohio
$56K – – –
ST
404
Smithfield Trust
Pennsylvania
$56K – – –
GWM
405
Geneos Wealth Management
Colorado
$52K – – –
GLI
406
Guardian Life Insurance
New York
$50K +$327 +7 +0.7%
GT
407
Glenmede Trust
Pennsylvania
$50K +$12.2K +262 +31%
Lazard Asset Management
408
Lazard Asset Management
New York
$49K – – –
MCM
409
Manchester Capital Management
Vermont
$48K – – –
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$46K +$35.9K +768 +356%
DAM
411
Delta Asset Management
Tennessee
$40K – – –
NCM
412
New Capital Management
Texas
$38K – – –
TRCT
413
Tower Research Capital (TRC)
New York
$37K -$344K -7,358 -90%
RIM
414
Rampart Investment Management
Connecticut
$36K +$35.7K +764 New
CAW
415
Cornerstone Advisors (Washington)
Washington
$34K – – –
BWM
416
Baystate Wealth Management
Massachusetts
$31K +$467 +10 +2%
BTIS
417
BB&T Investment Services
North Carolina
$28K +$26.1K +558 New
EA
418
Edge Advisors
Georgia
$28K +$28K +600 New
Schroder Investment Management Group
419
Schroder Investment Management Group
United Kingdom
$28K +$28.4K +607 New
CAM
420
Close Asset Management
United Kingdom
$26K +$26.4K +565 New
FPFS
421
First Personal Financial Services
North Carolina
$23K – – –
ASN
422
Advisory Services Network
Georgia
$22K +$22.3K +476 New
NSIM
423
North Star Investment Management
Illinois
$21K -$4.67K -100 -18%
TWA
424
TCI Wealth Advisors
Arizona
$15K – – –
QCG
425
Quadrant Capital Group
Ohio
$13K -$22.1K -473 -61%