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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
151
Cornerstone Advisors (Washington)
Washington
$95K +$8.94K +205 +11%
IDBONY
152
Israel Discount Bank of New York
New York
$91K
TRCT
153
Tower Research Capital (TRC)
New York
$83K -$33.8K -775 -30%
SP
154
SWS Partners
Ohio
$83K +$79.1K +1,813 New
BC
155
Bartlett & Co
Ohio
$82K
PWPS
156
Pinnacle Wealth Planning Services
Ohio
$80K +$75.8K +1,738 New
GT
157
Glenmede Trust
Pennsylvania
$77K +$38.8K +890 +113%
IWM
158
IHT Wealth Management
Illinois
$71K -$1.57K -36 -2%
NA
159
Navellier & Associates
Nevada
$70K +$66.5K +1,525 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$66K +$17.5K +400 +39%
AAP
161
Arax Advisory Partners
Colorado
$64K +$2.75K +63 +5%
SPIA
162
Steward Partners Investment Advisory
New York
$61K
IA
163
IFP Advisors
Florida
$59K -$33K -757 -37%
PMFA
164
Plante Moran Financial Advisors
Michigan
$56K +$9.03K +207 +21%
IWP
165
Icon Wealth Partners
Texas
$56K +$53K +1,215 New
FPFS
166
First Personal Financial Services
North Carolina
$52K +$49.8K +1,142 New
NIT
167
NumerixS Investment Technologies
British Columbia, Canada
$45K +$42.4K +971 New
FGC
168
Financial Gravity Companies
Texas
$36K +$34.6K +792 New
LWA
169
Lenox Wealth Advisors
New York
$31K +$29.7K +680 New
QT
170
Quantbot Technologies
New York
$30K +$25.1K +576 +686%
QCG
171
Quadrant Capital Group
Ohio
$28K -$1.09K -25 -4%
II
172
Inspire Investing
Idaho
$28K +$26.3K +603 New
KJWM
173
Kiley Juergens Wealth Management
Washington
$27K +$26.3K +602 New
EFSCE
174
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$23K -$349 -8 -2%