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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$78K -$10.2K -667 -12%
IDBONY
227
Israel Discount Bank of New York
New York
$47K -$306 -20 -0.7%
EWM
228
Evercore Wealth Management
New York
$47K
IWMA
229
Ironwood Wealth Management (Arizona)
Arizona
$42K +$41.1K +2,681 New
PMFA
230
Plante Moran Financial Advisors
Michigan
$35K
RFA
231
Reilly Financial Advisors
California
$31K
SFG
232
SevenBridge Financial Group
Pennsylvania
$31K
PK
233
Pflug Koory
Nebraska
$28K
RE
234
RBC Europe
United Kingdom
$26.6K +$26.2K +1,710 New
FWM
235
Focused Wealth Management
New York
$26K
SBL
236
Sargent Bickham Lagudis
Colorado
$23K +$92 +6 +0.4%
AIL
237
AGF Investments LLC
Ontario, Canada
$19K +$9.59K +626 +108%
CPIG
238
Chicago Partners Investment Group
Illinois
$16K +$16.1K +1,050 New
CFA
239
Carroll Financial Associates
North Carolina
$16K +$16.1K +1,052 New
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$14K
HWP
241
Hefty Wealth Partners
Indiana
$13K
HT
242
Heritage Trust
Oklahoma
$13K
VCM
243
Versant Capital Management
Arizona
$12K -$322 -21 -3%
LWA
244
Lenox Wealth Advisors
New York
$12K
AssetMark Inc
245
AssetMark Inc
California
$11K
FHA
246
First Horizon Advisors
Tennessee
$11K
GWM
247
Geneos Wealth Management
Colorado
$10K +$15 +1 +0.2%
AA
248
AlphaMark Advisors
Kentucky
$9K
SPIA
249
Steward Partners Investment Advisory
New York
$9K
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$8K -$7.66K -500 -50%