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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
276
Peoples Financial Services Corp
Pennsylvania
$65K
AssetMark Inc
277
AssetMark Inc
California
$57K -$3.51K -231 -6%
SWA
278
Sutton Wealth Advisors
Florida
$56.8K
CF
279
Centaurus Financial
California
$54K +$49.8K +3,282 New
ASN
280
Advisory Services Network
Georgia
$51K -$1.06K -70 -2%
LA
281
Legacy Advisors
Pennsylvania
$49K
OIA
282
Optimum Investment Advisors
Illinois
$49K
AOWM
283
Alpha Omega Wealth Management
Virginia
$42K
AIL
284
AGF Investments LLC
Ontario, Canada
$40K +$36.3K +2,394 New
GXMC
285
Global X Management Company
New York
$38K -$98.3K -6,477 -74%
TCOV
286
Trust Company of Vermont
Vermont
$37K +$1.26K +83 +4%
SF
287
Synovus Financial
Georgia
$35K -$10.6K -700 -25%
PCC
288
Park Circle Company
Maryland
$33K +$30.4K +2,000 New
MI
289
Markston International
New York
$32K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$28K -$13.9K -916 -35%
CFG
291
CKW Financial Group
Hawaii
$28K
CIA
292
CSat Investment Advisory
Michigan
$28K +$26.3K +1,731 New
GT
293
Glenmede Trust
Pennsylvania
$27K -$871K -57,366 -97%
ARMT
294
Amica Retiree Medical Trust
Rhode Island
$23K
VFA
295
Valeo Financial Advisors
Indiana
$21K -$53.5K -3,527 -72%
SCM
296
Stumpf Capital Management
Arizona
$21K
PA
297
Parallel Advisors
California
$21K +$15.3K +1,006 +347%
YWP
298
YorkBridge Wealth Partners
New York
$20K
HCM
299
Highlander Capital Management
New Jersey
$17K -$11K -725 -41%
ClearBridge Investments
300
ClearBridge Investments
New York
$17K