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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$262K -$43.9K -1,138 -14%
SFA
127
Sequoia Financial Advisors
Ohio
$256K +$32K +831 +14%
BWM
128
Baron Wealth Management
Michigan
$252K +$20.6K +534 +9%
WFI
129
West Family Investments
California
$249K
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$248K +$27.8K +722 +13%
First Trust Advisors
131
First Trust Advisors
Illinois
$246K -$61.3K -1,590 -20%
TWPM
132
Total Wealth Planning & Management
Florida
$244K +$244K +6,337 New
UCFA
133
United Capital Financial Advisors
Texas
$243K +$243K +6,316 New
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$238K -$5.94K -154 -2%
GT
135
Greenleaf Trust
Michigan
$231K -$771 -20 -0.3%
MOS
136
MGO One Seven
Ohio
$231K +$14.4K +374 +7%
RhumbLine Advisers
137
RhumbLine Advisers
Massachusetts
$230K -$32K -830 -12%
GT
138
Glenmede Trust
Pennsylvania
$224K +$224K +5,814 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$219K +$2K +52 +0.9%
RF
140
Rossby Financial
Florida
$217K +$4.24K +110 +2%
BP
141
Ballentine Partners
Massachusetts
$214K +$214K +5,559 New
AWA
142
Aaron Wealth Advisors
Illinois
$210K +$210K +5,450 New
FFM
143
Forum Financial Management
Illinois
$207K +$207K +5,375 New
VCM
144
Versant Capital Management
Arizona
$179K +$17.6K +456 +11%
VIA
145
Virtus Investment Advisers
Connecticut
$164K -$27.2K -705 -14%
BWA
146
Basecamp Wealth Advisors
Washington
$156K +$156K +4,046 New
EWA
147
EverSource Wealth Advisors
Alabama
$152K -$5.97K -155 -4%
AAM
148
Advisors Asset Management
Colorado
$151K -$89.6K -2,325 -37%
PA
149
Parallel Advisors
California
$141K +$386 +10 +0.3%
EDRH
150
Edmond de Rothschild Holding
Switzerland
$123K