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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
226
Compagnie Lombard Odier SCmA
Switzerland
$35K
EW
227
Evoke Wealth
California
$35K
JIR
228
James Investment Research
Ohio
$32K -$46.5K -2,863 -63%
EWM
229
Endurance Wealth Management
Rhode Island
$29K
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$27K -$2.58K -159 -10%
KTC
231
Kistler-Tiffany Companies
Pennsylvania
$21K
CAAS
232
Capital Asset Advisory Services
Michigan
$21K +$17.7K +1,088 New
PA
233
Parallel Advisors
California
$20K +$11.2K +690 +202%
SPIA
234
Steward Partners Investment Advisory
New York
$19K
RC
235
Ronit Capital
United Kingdom
$19K +$16.3K +1,000 New
PWPS
236
Pinnacle Wealth Planning Services
Ohio
$17K +$14.5K +892 New
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$14K
MCM
238
Manchester Capital Management
Vermont
$12K
Bessemer Group
239
Bessemer Group
New Jersey
$12K +$10.4K +641 New
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
GWM
241
Geneos Wealth Management
Colorado
$9K -$62.6K -3,852 -90%
1IA
242
1834 Investment Advisors
Wisconsin
$8K
LC
243
Lindbrook Capital
California
$8K +$6.47K +398 +1,206%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$601 +37 +13%
FPS
245
Fieldpoint Private Securities
Connecticut
$6K +$4.88K +300 New
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$6K +$5.14K +316 New
JWM
247
Janiczek Wealth Management
Colorado
$5K +$4.39K +270 New
ASN
248
Advisory Services Network
Georgia
$4K
AssetMark Inc
249
AssetMark Inc
California
$4K
WEC
250
Winslow Evans & Crocker
Massachusetts
$4K