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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$14.4K
GT
427
Glenmede Trust
Pennsylvania
$14K +$6.98K +49 +100%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$14K +$14.2K +100 New
DBT
429
Dubuque Bank & Trust
Iowa
$13K
NFG
430
Next Financial Group
Texas
$12K -$7.12K -50 -39%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$12K -$3.13K -22 -21%
CAW
432
Cornerstone Advisors (Washington)
Washington
$12K +$12.2K +86 New
GEA
433
Glen Eagle Advisors
New Jersey
$12K
MWM
434
MinichMacGregor Wealth Management
New York
$11K +$4.7K +33 +66%
PMFA
435
Plante Moran Financial Advisors
Michigan
$8K -$66.3K -466 -89%
CJA
436
C-J Advisory
California
$8K
First Manhattan
437
First Manhattan
New York
$7K
GWM
438
Geneos Wealth Management
Colorado
$7K
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$7K +$4.84K +34 +189%
GAM
440
Gemmer Asset Management
California
$7K +$6.83K +48 New
PFSC
441
Peoples Financial Services Corp
Pennsylvania
$6K
TG
442
TLP Group
Illinois
$6K +$5.55K +39 New
MCM
443
MV Capital Management
Maryland
$5K
GRP
444
Global Retirement Partners
California
$5K +$2.14K +15 +65%
VFA
445
Valeo Financial Advisors
Indiana
$5K +$5.27K +37 New
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.7K +26 New
TCOV
447
Trust Company of Vermont
Vermont
$3K -$5.55K -39 -63%
TFO
448
Tarbox Family Office
California
$3K
OIA
449
OneDigital Investment Advisors
Kansas
$2K
CAM
450
ClariVest Asset Management
California
$2K +$1.57K +11 New