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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
Intercontinental Wealth Advisors
Texas
$213K -$159K -4,396 -44%
CBFP
227
Cedar Brook Financial Partners
Ohio
$211K +$196K +5,429 New
MG
228
Mather Group
Illinois
$211K +$197K +5,434 New
SPIA
229
Steward Partners Investment Advisory
New York
$203K +$20K +552 +12%
CAM
230
Cidel Asset Management
Ontario, Canada
$201K +$187K +5,173 New
BF
231
BOK Financial
Oklahoma
$201K +$188K +5,185 New
WCM
232
Washington Capital Management
Washington
$200K +$186K +5,146 New
JGUA
233
John G. Ullman & Associates
New York
$200K +$187K +5,158 New
Macquarie Group
234
Macquarie Group
Australia
$194K +$181K +5,013 New
GDP
235
Great Diamond Partners
Maine
$186K +$174K +4,813 New
TT
236
TI-Trust
Illinois
$173K +$162K +4,467 New
TAIM
237
TD Ameritrade Investment Management
Nebraska
$172K +$114K +3,139 +245%
ST
238
Smithfield Trust
Pennsylvania
$171K
BWP
239
Baldwin Wealth Partners
Massachusetts
$169K +$4.2K +116 +3%
Bessemer Group
240
Bessemer Group
New Jersey
$168K -$22.8K -630 -13%
HDIM
241
Hanson & Doremus Investment Management
Vermont
$166K
CAL
242
Capital Analysts LLC
Pennsylvania
$155K
APA
243
American Portfolios Advisors
New York
$141K +$23.8K +658 +22%
HNB
244
Huntington National Bank
Ohio
$124K +$44.4K +1,229 +62%
CII
245
Capital International Inc
California
$116K +$109K +3,001 New
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$101K -$4.16K -115 -4%
FWM
247
FSA Wealth Management
Massachusetts
$101K +$94.3K +2,607 New
RWB
248
RMR Wealth Builders
New Jersey
$93K +$86.6K +2,395 New
GRP
249
Global Retirement Partners
California
$92K +$26.5K +732 +44%
Barrow, Hanley, Mewhinney & Strauss
250
Barrow, Hanley, Mewhinney & Strauss
Texas
$88K -$104K -2,885 -56%