We are live on ! Find out more
TRI icon

Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Endurance Wealth Management
Rhode Island
$31K – – –
PCP
252
Proficio Capital Partners
Massachusetts
$30K -$41.9K -802 -58%
BWP
253
Baldwin Wealth Partners
Massachusetts
$30K – – –
QCG
254
Quadrant Capital Group
Ohio
$30K – – –
LWA
255
Lenox Wealth Advisors
New York
$28K +$28.6K +547 New
TFS
256
TrustCore Financial Services
Tennessee
$28K +$29.4K +563 New
DCM
257
Delpha Capital Management
New York
$26K +$27K +516 New
BlackRock
258
BlackRock
New York
$25K -$64K -1,223 -71%
PCM
259
Penserra Capital Management
California
$25K +$13K +249 +99%
LWCFA
260
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
PMFA
261
Plante Moran Financial Advisors
Michigan
$23K -$23.8K -455 -50%
SEI Investments
262
SEI Investments
Pennsylvania
$23K +$2.82K +54 +14%
OFS
263
Orrstown Financial Services
Pennsylvania
$22K – – –
BFEC
264
Benjamin F. Edwards & Company
Missouri
$21K – – –
MIP
265
Mondrian Investment Partners
United Kingdom
$21K +$52 +1 +0.3%
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$20K – – –
AIS
267
Accurate Investment Solutions
Pennsylvania
$17K – – –
DSC
268
Duncker Streett & Co
Missouri
$17K – – –
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$17K +$15.8K +302 +888%
BTIS
270
BB&T Investment Services
North Carolina
$17K +$17.4K +333 New
PFA
271
Pathway Financial Advisors
Vermont
$17K +$17.6K +336 New
RFS
272
Rockefeller Financial Services
New York
$13K – – –
CG
273
Cutler Group
California
$13K +$2.14K +41 +19%
STA
274
Summit Trail Advisors
New York
$13K +$13.2K +252 New
LWM
275
Lenox Wealth Management
Ohio
$11K -$8.99K -172 -44%