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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$21K +$145 +5 +0.7%
TRCT
127
Tower Research Capital (TRC)
New York
$17K -$11.1K -381 -39%
BBPWM
128
Blue Bell Private Wealth Management
Pennsylvania
$16K +$16K +550 New
S
129
SignatureFD
Georgia
$14K – – –
TWA
130
TCI Wealth Advisors
Arizona
$13K – – –
Macquarie Group
131
Macquarie Group
Australia
$8K – – –
MCM
132
Manchester Capital Management
Vermont
$7K -$4.19K -144 -39%
Bessemer Group
133
Bessemer Group
New Jersey
$5K – – –
HR
134
Howe & Rusling
New York
$5K – – –
C
135
Covestor
United Kingdom
$5K +$4.77K +164 New
GEA
136
Glen Eagle Advisors
New Jersey
$3.71K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.59K +89 New
GWS
138
Glassman Wealth Services
Virginia
$2K – – –
IA
139
IFP Advisors
Florida
$2K +$640 +22 +63%
NFG
140
Next Financial Group
Texas
$1K – – –
RWM
141
Raffa Wealth Management
District of Columbia
$987 – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
– -$6.45M -231,376 Closed
ACM
143
Ategra Capital Management
Virginia
– -$2.07M -75,716 Closed
HF
144
HRT Financial
New York
– -$363K -13,273 Closed
NB
145
NBT Bank
New York
– -$324K -11,812 Closed
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
– -$293K -10,688 Closed
WG
147
Winton Group
United Kingdom
– -$223K -8,129 Closed
JCM
148
Jacobi Capital Management
Pennsylvania
– -$3K -102 Closed
MAM
149
Meeder Asset Management
Ohio
– +$29 +1 New
AF
150
Allworth Financial
California
– +$465 +16 New