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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
226
Financial Gravity Asset Management
Texas
$41K +$37K +1,245 New
LFA
227
Legacy Financial Advisors
Kentucky
$40K -$4.79K -161 -11%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$39.3K +$40.2K +1,352 New
BC
229
Bartlett & Co
Ohio
$39K
FWM
230
Focused Wealth Management
New York
$38K
LA
231
Legacy Advisors
Pennsylvania
$38K +$1.72K +58 +5%
GEA
232
Glen Eagle Advisors
New Jersey
$37.7K
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$37K +$37.6K +1,265 New
ASN
234
Advisory Services Network
Georgia
$32K -$1.87K -63 -5%
PA
235
Parallel Advisors
California
$28K +$12.1K +408 +75%
AF
236
Advisornet Financial
Minnesota
$24K
LIA
237
LS Investment Advisors
Michigan
$23K
TCCM
238
Timber Creek Capital Management
Massachusetts
$21K
MGIA
239
Moneta Group Investment Advisors
Missouri
$21K +$821K +27,639 New
RWA
240
Ropes Wealth Advisors
Massachusetts
$19K -$15.7K -527 -45%
NSIM
241
North Star Investment Management
Illinois
$18K
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$11.7K +395 +174%
CBT
243
Capital Bank & Trust
California
$17K
PMFA
244
Plante Moran Financial Advisors
Michigan
$17K
TRCT
245
Tower Research Capital (TRC)
New York
$15K -$4.67K -157 -23%
CFA
246
Carroll Financial Associates
North Carolina
$15K
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$3.65K +123 +31%
SFA
248
Spectrum Financial Alliance
Kentucky
$15K +$16.1K +543 New
SPIA
249
Steward Partners Investment Advisory
New York
$13K +$13.4K +450 +9,000%
CIP
250
Convergence Investment Partners
Florida
$13K +$13.7K +461 New