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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Parsec Financial Management
North Carolina
$200K +$188K +6,320 New
WT
202
Whittier Trust
California
$189K
KPW
203
Kore Private Wealth
New York
$183K
BFC
204
Bedel Financial Consulting
Indiana
$179K
HDIM
205
Hanson & Doremus Investment Management
Vermont
$162K
YWP
206
YorkBridge Wealth Partners
New York
$157K
PWM
207
PRW Wealth Management
Massachusetts
$144K -$78.6K -2,641 -37%
ST
208
Smithfield Trust
Pennsylvania
$140K +$121K +4,065 +1,259%
Barrow, Hanley, Mewhinney & Strauss
209
Barrow, Hanley, Mewhinney & Strauss
Texas
$137K +$9.17K +308 +8%
PCG
210
Private Capital Group
Connecticut
$131K +$31K +1,041 +34%
AssetMark Inc
211
AssetMark Inc
California
$125K +$12.4K +416 +12%
CAL
212
Capital Analysts LLC
Pennsylvania
$122K
AIM
213
Advantage Investment Management
Iowa
$110K -$8.9K -299 -8%
BBA
214
Braun-Bostich & Associates
Pennsylvania
$100K
Bessemer Group
215
Bessemer Group
New Jersey
$98K -$48.3K -1,621 -34%
LWM
216
Lenox Wealth Management
Ohio
$82K +$76.3K +2,564 +11,148%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$78K -$35K -1,176 -32%
IA
218
IFP Advisors
Florida
$77K -$236K -7,913 -77%
SWM
219
SeaCrest Wealth Management
New York
$74K +$13.4K +451 +24%
APA
220
American Portfolios Advisors
New York
$73.4K +$43.4K +1,456 +169%
UBS AM
221
UBS AM
Illinois
$63K -$40.7K -1,366 -41%
DOA
222
D'Orazio & Associates
Virginia
$61K
PWMG
223
Prestige Wealth Management Group
New Jersey
$60K -$3.25K -109 -5%
HNB
224
Huntington National Bank
Ohio
$59K
RIA
225
Realta Investment Advisors
Delaware
$59K +$55K +1,846 New