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Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$35K
SIAS
302
Shine Investment Advisory Services
Colorado
$34K +$7.05K +127 +24%
JA
303
JOYN Advisors
Georgia
$33K +$34.7K +625 New
IA
304
IFP Advisors
Florida
$31K
FCAG
305
First Capital Advisors Group
New Jersey
$29K +$31.1K +560 New
ANBT
306
American National Bank & Trust
Texas
$28K
GT
307
Glenmede Trust
Pennsylvania
$28K
RCAG
308
Rehmann Capital Advisory Group
Michigan
$27K +$28K +505 New
First Manhattan
309
First Manhattan
New York
$26K
FAM
310
Fred Alger Management
New York
$26K +$27.1K +489 New
CHP
311
Cable Hill Partners
Oregon
$26K +$27.7K +500 New
Loomis, Sayles & Company
312
Loomis, Sayles & Company
Massachusetts
$25K -$57.3K -1,033 -68%
FGC
313
Financial Gravity Companies
Texas
$24K +$14.6K +264 +135%
FGAM
314
Financial Gravity Asset Management
Texas
$24K +$25.5K +460 New
APA
315
American Portfolios Advisors
New York
$21.2K -$5.11K -92 -19%
VCM
316
Virtue Capital Management
Tennessee
$21K +$22.2K +400 New
FWM
317
Focused Wealth Management
New York
$18K +$277 +5 +2%
CAW
318
Cornerstone Advisors (Washington)
Washington
$17K
LJHT
319
Laurie J. Hall Trustee
$16K
SWM
320
SeaCrest Wealth Management
New York
$15K
DZ Bank
321
DZ Bank
Germany
$15K +$16.1K +290 New
RWM
322
Raffa Wealth Management
District of Columbia
$13.1K
WEC
323
Winslow Evans & Crocker
Massachusetts
$13.1K
EWM
324
Edge Wealth Management
New York
$11K
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$11K