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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$61K -$13.6K -425 -19%
SFG
227
SevenBridge Financial Group
Pennsylvania
$55K -$1.22K -38 -2%
PCP
228
Proficio Capital Partners
Massachusetts
$52K +$256 +8 +0.5%
BWP
229
Baldwin Wealth Partners
Massachusetts
$50K -$1.09K -34 -2%
LFA
230
Legacy Financial Advisors
Kentucky
$45K -$959 -30 -2%
FGAM
231
Financial Gravity Asset Management
Texas
$45K +$3.29K +103 +8%
MGIA
232
Moneta Group Investment Advisors
Missouri
$44K -$841K -26,307 -95%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$43.4K -$959 -30 -2%
POIA
234
Pin Oak Investment Advisors
Texas
$43K -$19K -593 -31%
BC
235
Bartlett & Co
Ohio
$43K -$959 -30 -2%
GEA
236
Glen Eagle Advisors
New Jersey
$41.6K -$927 -29 -2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$41K -$895 -28 -2%
VFA
238
Valeo Financial Advisors
Indiana
$39K -$20.7K -647 -35%
LA
239
Legacy Advisors
Pennsylvania
$39K -$2.69K -84 -7%
ASN
240
Advisory Services Network
Georgia
$38K -$799 -25 -2%
WWM
241
Willingdon Wealth Management
North Carolina
$33K +$25.5K +798 +411%
DWM
242
Destination Wealth Management
California
$32K -$37.4K -1,169 -54%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$29K +$17K +531 +150%
CBT
244
Capital Bank & Trust
California
$29K +$9.69K +303 +52%
SMFS
245
Squar Milner Financial Services
California
$28K +$26.8K +839 New
IWP
246
Icon Wealth Partners
Texas
$27K +$26.1K +815 New
LIA
247
LS Investment Advisors
Michigan
$26K -$32 -1 -0.1%
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K +$4.83K +151 +24%
AF
249
Advisornet Financial
Minnesota
$24K -$2.53K -79 -10%
PA
250
Parallel Advisors
California
$21K -$9.43K -295 -31%