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Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Glenmede Trust
Pennsylvania
$58K +$5.13K +50 +14%
IA
202
IFP Advisors
Florida
$56K -$54.6K -532 -58%
VFA
203
Valeo Financial Advisors
Indiana
$46K -$1.33K -13 -4%
RCM
204
Riverhead Capital Management
Delaware
$42K +$2.67K +26 +10%
RFC
205
Regions Financial Corp
Alabama
$41K – – –
APA
206
American Portfolios Advisors
New York
$30K +$3.49K +34 +20%
SWM
207
SeaCrest Wealth Management
New York
$29K -$113K -1,100 -85%
LC
208
Lindbrook Capital
California
$29K – – –
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$29K – – –
GWMIA
210
Global Wealth Management Investment Advisory
Florida
$25K -$2.05K -20 -10%
FPFS
211
First Personal Financial Services
North Carolina
$23K +$16K +156 New
JCM
212
Jacobi Capital Management
Pennsylvania
$22K – – –
RIA
213
Realta Investment Advisors
Delaware
$21K +$14.7K +143 New
CFGS
214
Concourse Financial Group Securities
Alabama
$21K +$15.2K +148 New
CTC
215
Central Trust Company
Missouri
$19K – – –
BDWM
216
Brewin Dolphin Wealth Management
Ireland
$18.4K -$10.3K -100 -44%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$15K +$5.13K +50 +100%
ATC
219
Adirondack Trust Company
New York
$12K – – –
CCA
220
Catalyst Capital Advisors
New York
$11K – – –
S
221
SignatureFD
Georgia
$8K +$5.34K +52 New
GSWM
222
Golden State Wealth Management
California
$8K +$5.64K +55 New
FHA
223
Flagship Harbor Advisors
Massachusetts
$5K +$4.11K +40 New
PAI
224
Pittenger & Anderson Inc
Nebraska
$4K – – –
BAM
225
Bruderman Asset Management
New York
$2K +$1.33K +13 New