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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$26K – – –
AIS
277
AlphaOne Investment Services
Pennsylvania
$22K +$21.8K +620 New
RFS
278
Rockefeller Financial Services
New York
$21K -$10.6K -300 -34%
IWM
279
IHT Wealth Management
Illinois
$20K – – –
LF
280
Lee Financial
Texas
$19K – – –
DAM
281
Delta Asset Management
Tennessee
$19K +$19.1K +543 New
SEI Investments
282
SEI Investments
Pennsylvania
$16K -$3.17K -90 -17%
AIS
283
Accurate Investment Solutions
Pennsylvania
$13K -$5.32K -151 -29%
CFA
284
Carroll Financial Associates
North Carolina
$13K – – –
WAM
285
Wealthspire Advisors (Maryland)
Maryland
$13K +$775 +22 +7%
BSG
286
Black Swift Group
Colorado
$12K – – –
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
TCOV
288
Trust Company of Vermont
Vermont
$12K – – –
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
RPC
290
Rossmore Private Capital
Connecticut
$9.65K +$9.58K +272 New
RWA
291
Ropes Wealth Advisors
Massachusetts
$9K -$3.87K -110 -31%
HAM
292
Highstreet Asset Management
Ontario, Canada
$8K – – –
PCA
293
Peddock Capital Advisors
Massachusetts
$8K – – –
WA
294
WealthTrust-Arizona
Arizona
$7K – – –
ATC
295
Adirondack Trust Company
New York
$6K – – –
PCG
296
Private Capital Group
Connecticut
$6K +$2.43K +69 New
TRCT
297
Tower Research Capital (TRC)
New York
$6K +$6.2K +176 New
BFEC
298
Benjamin F. Edwards & Company
Missouri
$5K – – –
TWA
299
TCI Wealth Advisors
Arizona
$5K – – –
SQA
300
Simon Quick Advisors
New Jersey
$5K +$5.11K +145 New