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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$6.55K – – –
VRM
302
Vectors Research Management
New York
$6K – – –
GRP
303
Global Retirement Partners
California
$6K +$143 +6 +2%
PRC
304
Pearl River Capital
Michigan
$6K +$6.74K +282 New
PA
305
Parallel Advisors
California
$5K -$3.78K -158 -41%
PCG
306
Private Capital Group
Connecticut
$5K +$2.37K +99 +89%
GAM
307
Gemmer Asset Management
California
$4K – – –
HI
308
Hudock Inc
Pennsylvania
$4K – – –
HGWM
309
Harvest Group Wealth Management
Massachusetts
$4K +$3.66K +153 New
APSP
310
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$4.45K +186 New
CI
311
CX Institutional
Indiana
$3K – – –
EARNEST Partners
312
EARNEST Partners
Georgia
$3K – – –
LC
313
Lindbrook Capital
California
$3K – – –
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
SMFS
315
Squar Milner Financial Services
California
$3K – – –
WOC
316
West Oak Capital
California
$3K – – –
AIA
317
Alera Investment Advisors
Illinois
$2K -$1.65K -69 -50%
PWMG
318
Prestige Wealth Management Group
New Jersey
$2K -$1.39K -58 -37%
AF
319
Advisornet Financial
Minnesota
$2K – – –
CFA
320
Carroll Financial Associates
North Carolina
$2K – – –
FHA
321
Flagship Harbor Advisors
Massachusetts
$2K – – –
GCM
322
Gables Capital Management
Florida
$2K – – –
SFG
323
SevenBridge Financial Group
Pennsylvania
$2K – – –
TFO
324
Tarbox Family Office
California
$2K – – –
TIM
325
Tortoise Investment Management
New York
$2K – – –