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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$36K – – –
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
$33K – – –
TPCW
228
TD Private Client Wealth
New York
$27.9K -$552 -30 -2%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$25K +$221 +12 +0.9%
TFS
230
TrustCore Financial Services
Tennessee
$22K – – –
ASN
231
Advisory Services Network
Georgia
$20K +$19.8K +1,078 New
HIA
232
Harbor Investment Advisory
Maryland
$19K – – –
Jones Financial Companies
233
Jones Financial Companies
Missouri
$14K +$14K +762 New
PCG
234
Private Capital Group
Connecticut
$11K +$607 +33 +6%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
HR
236
Howe & Rusling
New York
$7K +$350 +19 +5%
IA
237
IFP Advisors
Florida
$7K +$2.3K +125 +46%
CFGS
238
Concourse Financial Group Securities
Alabama
$6K +$1.08K +59 +24%
BBHC
239
Brown Brothers Harriman & Co
New York
$6K +$6.14K +334 New
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$5K – – –
MAM
241
Meeder Asset Management
Ohio
$4K -$765K -41,607 -100%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
TFO
243
Tarbox Family Office
California
$4K – – –
AA
244
AlphaMark Advisors
Kentucky
$4K +$3.68K +200 New
GI
245
Gradient Investments
Minnesota
$3K – – –
TFGT
246
TS Financial Group (TSFG)
Illinois
$2K – – –
US Bancorp
247
US Bancorp
Minnesota
$2K +$1.01K +55 +125%
Group One Trading
248
Group One Trading
Illinois
$2K +$1.53K +83 New
GEA
249
Glen Eagle Advisors
New Jersey
$1.87K +$1.84K +100 New
CAAS
250
Capital Asset Advisory Services
Michigan
$1K +$773 +42 New