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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$147K +$1.4K +18 +1%
GWM
252
Geneos Wealth Management
Colorado
$142K – – –
HDIM
253
Hanson & Doremus Investment Management
Vermont
$141K -$9.49K -122 -7%
AF
254
Advisornet Financial
Minnesota
$128K -$934 -12 -0.8%
CB
255
Community Bank
New York
$120K – – –
SFSIG
256
San Francisco Sentry Investment Group
California
$108K – – –
GT
257
Glenmede Trust
Pennsylvania
$96K +$5.06K +65 +6%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$88K +$77.3K +993 +1,655%
QCG
259
Quadrant Capital Group
Ohio
$83K +$622 +8 +0.8%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$80K +$3.58K +46 +5%
APA
261
American Portfolios Advisors
New York
$78.6K +$27.4K +352 +60%
SPIA
262
Steward Partners Investment Advisory
New York
$74K – – –
JWM
263
Jeppson Wealth Management
California
$59K +$54.7K +703 New
LC
264
Lindbrook Capital
California
$56K -$3.04K -39 -6%
PCG
265
Private Capital Group
Connecticut
$56K – – –
ASN
266
Advisory Services Network
Georgia
$52K +$48.1K +618 New
EWM
267
Endurance Wealth Management
Rhode Island
$51K – – –
OSNBOA
268
Old Second National Bank of Aurora
Illinois
$47K +$13.4K +172 +44%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$44K +$22.6K +290 +123%
NIC
270
Northwest Investment Counselors
Oregon
$42K +$38.5K +495 New
GAM
271
Gemmer Asset Management
California
$34K – – –
BWP
272
Baldwin Wealth Partners
Massachusetts
$32K – – –
SFS
273
Sowell Financial Services
Arkansas
$31K -$8.33K -107 -23%
ZB
274
Zions Bancorporation
Utah
$30K -$700 -9 -2%
AIM
275
AIA Investment Management
Singapore
$29K – – –