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Name Holding Trade Value Shares
Change
Change in
Stake
TL
476
TrueWealth LLC
Georgia
$86K – – –
TSW
477
Thompson Siegel & Walmsley
Virginia
$85K – – –
PA
478
Parallel Advisors
California
$84K +$16.3K +66 +23%
FPFS
479
First Personal Financial Services
North Carolina
$82K – – –
PCG
480
Private Capital Group
Connecticut
$82K +$43.8K +177 +109%
GLI
481
Guardian Life Insurance
New York
$78K – – –
HMS
482
Hanseatic Management Services
New Mexico
$78K – – –
NFG
483
Next Financial Group
Texas
$70K +$3.22K +13 +5%
GT
484
Glenmede Trust
Pennsylvania
$67K +$32.2K +130 +87%
CIA
485
CSat Investment Advisory
Michigan
$63K +$8.41K +34 +15%
APA
486
American Portfolios Advisors
New York
$62.5K – – –
CDIA
487
Capital Directions Investment Advisors
Georgia
$57K +$58.4K +236 New
AIM
488
AIA Investment Management
Singapore
$56K +$57.1K +231 New
BCWM
489
Bartlett & Co Wealth Management
Ohio
$54.6K +$54.9K +222 New
BC
490
Bartlett & Co
Ohio
$54K +$54.9K +222 New
Rockefeller Capital Management
491
Rockefeller Capital Management
New York
$52K -$1.98K -8 -4%
HWA
492
Heritage Wealth Advisors
Virginia
$50K – – –
S
493
SignatureFD
Georgia
$48K +$4.7K +19 +10%
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$46K +$47.3K +191 New
SIAS
495
Shine Investment Advisory Services
Colorado
$44K +$4.45K +18 +11%
RFA
496
Reilly Financial Advisors
California
$43K – – –
PB
497
Pinnacle Bancorp
Nebraska
$42K +$4.7K +19 +12%
PCIA
498
Prime Capital Investment Advisors
Kansas
$42K +$43K +174 New
VAIA
499
Virtus Alternative Investment Advisers
Connecticut
$40K -$15.1K -61 -27%
BCA
500
Berman Capital Advisors
Georgia
$40K +$3.46K +14 +9%