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Philips
PHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$56K -$29.4K -988 -36%
SFG
227
SevenBridge Financial Group
Pennsylvania
$53K – – –
BWP
228
BSW Wealth Partners
Colorado
$50K +$47.4K +1,591 New
GWM
229
Geneos Wealth Management
Colorado
$48K -$30.6K -1,028 -40%
BWP
230
Baldwin Wealth Partners
Massachusetts
$48K – – –
PCP
231
Proficio Capital Partners
Massachusetts
$46K -$3.72K -125 -8%
CAM
232
Cresset Asset Management
Illinois
$43K +$22.1K +742 +120%
BC
233
Bartlett & Co
Ohio
$42K – – –
BCWM
234
Bartlett & Co Wealth Management
Ohio
$41.9K – – –
FWM
235
Focused Wealth Management
New York
$41K – – –
ASN
236
Advisory Services Network
Georgia
$41K +$5.75K +193 +17%
AF
237
Allworth Financial
California
$41K +$38.6K +1,296 New
VFA
238
Valeo Financial Advisors
Indiana
$37K – – –
LA
239
Legacy Advisors
Pennsylvania
$37K +$35.1K +1,179 New
GEA
240
Glen Eagle Advisors
New Jersey
$36.2K -$3.84K -129 -10%
ZB
241
Zions Bancorporation
Utah
$36K +$33.8K +1,136 New
POIA
242
Pin Oak Investment Advisors
Texas
$34K -$7.68K -258 -20%
CYG
243
Clean Yield Group
Vermont
$34K – – –
AP
244
Atwood & Palmer
Missouri
$33K – – –
LC
245
Lindbrook Capital
California
$30K -$7.29K -245 -20%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$29.5K +$864 +29 +3%
GRP
247
Global Retirement Partners
California
$28K – – –
PMFA
248
Plante Moran Financial Advisors
Michigan
$28K +$8.78K +295 +51%
BBHC
249
Brown Brothers Harriman & Co
New York
$27K +$19.1K +641 +329%
DWM
250
Destination Wealth Management
California
$26K – – –
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