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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$18K
NFG
202
Next Financial Group
Texas
$16K
NSIM
203
North Star Investment Management
Illinois
$16K
MAM
204
Meeder Asset Management
Ohio
$15K -$1.48K -43 -9%
PA
205
Parallel Advisors
California
$12K +$1.24K +36 +11%
GEA
206
Glen Eagle Advisors
New Jersey
$9.67K
HFM
207
Harvest Fund Management
China
$9K -$31.1K -901 -75%
GLLW
208
Graves Light Lenhart Wealth
Virginia
$8K +$6.86K +199 +463%
TWA
209
TCI Wealth Advisors
Arizona
$6K -$1.45K -42 -19%
ST
210
Sageworth Trust
Pennsylvania
$6K
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$6K +$1.31K +38 +22%
QT
212
Quantbot Technologies
New York
$6K +$6.55K +190 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$5K -$241 -7 -5%
FPS
214
Fieldpoint Private Securities
Connecticut
$3K
IBOK
215
Independence Bank of Kentucky
Kentucky
$3K
PCG
216
Private Capital Group
Connecticut
$3K
ST
217
Smithfield Trust
Pennsylvania
$3K
SPIA
218
Steward Partners Investment Advisory
New York
$3K
TFO
219
Tarbox Family Office
California
$3K
HWA
220
Heritage Wealth Advisors
Virginia
$2.96K
APA
221
American Portfolios Advisors
New York
$2.71K
VCM
222
Versant Capital Management
Arizona
$2K
MCM
223
Manchester Capital Management
Vermont
$2K +$2.38K +69 New
GC
224
Globeflex Capital
California
$1K -$463K -13,424 -100%
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K