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Name Holding Trade Value Shares
Change
Change in
Stake
APA
301
American Portfolios Advisors
New York
$124K -$12.5K -116 -9%
CAM
302
CenterStar Asset Management
Illinois
$120K
HR
303
Howe & Rusling
New York
$115K -$96.1K -890 -45%
HFP
304
Holistic Financial Partners
Indiana
$111K +$6.7K +62 +6%
TCOV
305
Trust Company of Vermont
Vermont
$106K -$2.48K -23 -2%
PA
306
Parallel Advisors
California
$103K -$6.59K -61 -6%
WHG
307
Westwood Holdings Group
Texas
$101K -$175K -1,624 -63%
Manulife (Manufacturers Life Insurance)
308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100K +$22.8K +211 +29%
MOS
309
MGO One Seven
Ohio
$99K -$8.21K -76 -7%
BBHC
310
Brown Brothers Harriman & Co
New York
$95K
SSB
311
Sandy Spring Bank
Maryland
$94K +$72.2K +669 +300%
ZB
312
Zions Bancorporation
Utah
$86K -$6.05K -56 -6%
WA
313
WealthTrust-Arizona
Arizona
$85K -$9.39K -87 -10%
BBA
314
Braun-Bostich & Associates
Pennsylvania
$83K
MFBTD
315
MB Financial Bank - Trust Department
Illinois
$81K
IWM
316
IHT Wealth Management
Illinois
$80K -$2.38K -22 -3%
CFG
317
Citizens Financial Group
Rhode Island
$69K +$4.32K +40 +6%
CCM
318
Cribstone Capital Management
Maine
$68K -$5.94K -55 -8%
First Manhattan
319
First Manhattan
New York
$68K
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$64K +$756 +7 +1%
TCM
321
Tradewinds Capital Management
Washington
$59K
DWM
322
Destination Wealth Management
California
$58K +$233K +2,162 New
APP
323
Avantax Planning Partners
Iowa
$57K +$57.6K +533 New
FHA
324
First Horizon Advisors
Tennessee
$54K -$5.4K -50 -9%
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$54K