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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
276
Ropes Wealth Advisors
Massachusetts
$84K – – –
GT
277
Glenmede Trust
Pennsylvania
$69K +$20.7K +569 +52%
KBG
278
Kahn Brothers Group
New York
$63K – – –
PA
279
Parallel Advisors
California
$59K +$24.3K +668 +90%
Bessemer Group
280
Bessemer Group
New Jersey
$57K – – –
CAN
281
Cetera Advisor Networks
California
$55K +$47.7K +1,312 New
TFS
282
TrustCore Financial Services
Tennessee
$53K – – –
CYG
283
Clean Yield Group
Vermont
$47K – – –
SIAS
284
Shine Investment Advisory Services
Colorado
$42K – – –
SPIA
285
Steward Partners Investment Advisory
New York
$42K +$73 +2 +0.2%
First Manhattan
286
First Manhattan
New York
$41K – – –
VFA
287
Valeo Financial Advisors
Indiana
$34K – – –
FHA
288
First Horizon Advisors
Tennessee
$32K – – –
HR
289
Howe & Rusling
New York
$25K – – –
PFSC
290
Peoples Financial Services Corp
Pennsylvania
$25K – – –
HFA
291
HC Financial Advisors
California
$22K -$10.9K -300 -37%
S
292
SignatureFD
Georgia
$19K +$8.69K +239 +117%
VAIA
293
Virtus Alternative Investment Advisers
Connecticut
$15K -$12.3K -338 -48%
PIMG
294
Patriot Investment Management Group
Tennessee
$13.8K +$11.9K +327 New
PG
295
Proffitt & Goodson
Tennessee
$13K +$10.9K +300 New
RIM
296
Rockbridge Investment Management
New York
$12K +$10.3K +284 New
BFC
297
Bedel Financial Consulting
Indiana
$10K – – –
APA
298
American Portfolios Advisors
New York
$8.32K +$1.02K +28 +16%
GAM
299
Gemmer Asset Management
California
$8K – – –
SIM
300
Sonora Investment Management
Arizona
$8K – – –