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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
476
Dubuque Bank & Trust
Iowa
$173K – – –
RWA
477
Ropes Wealth Advisors
Massachusetts
$168K -$20.2K -173 -11%
SIC
478
Salem Investment Counselors
North Carolina
$164K +$936 +8 +0.6%
PA
479
Perennial Advisors
New York
$152K – – –
SLF
480
Sun Life Financial
Ontario, Canada
$150K +$143K +1,220 +12,200%
WB
481
Webster Bank
Connecticut
$146K – – –
TCOV
482
Trust Company of Vermont
Vermont
$142K – – –
IA
483
IFP Advisors
Florida
$139K +$58.7K +502 +78%
ASN
484
Advisory Services Network
Georgia
$137K -$11.7K -100 -8%
NIPH
485
NN Investment Partners Holdings
Netherlands
$130K -$23.4K -200 -16%
CFG
486
Citizens Financial Group
Rhode Island
$122K – – –
LBG
487
Lloyds Banking Group
United Kingdom
$118K -$87.5K -748 -44%
ABA
488
American Beacon Advisors
Texas
$118K – – –
AAP
489
Arax Advisory Partners
Colorado
$100K +$41K +350 +74%
BWP
490
Baldwin Wealth Partners
Massachusetts
$99K – – –
YWP
491
YorkBridge Wealth Partners
New York
$98K – – –
CBOA
492
Commonwealth Bank of Australia
Australia
$97K -$3.86K -33 -4%
Simplex Trading
493
Simplex Trading
Illinois
$96K +$93.2K +796 New
VFA
494
Virtus Fund Advisers
Connecticut
$92K – – –
EDRH
495
Edmond de Rothschild Holding
Switzerland
$86K -$74.5K -637 -47%
GBBWRPM
496
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$74K – – –
ECM
497
Estabrook Capital Management
New York
$73K – – –
SFSIG
498
San Francisco Sentry Investment Group
California
$64K +$61.3K +524 New
FIM
499
Foresters Investment Management
New York
$64K +$61.6K +526 New
FPS
500
Fieldpoint Private Securities
Connecticut
$61K – – –