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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
226
First Personal Financial Services
North Carolina
$130K – – –
ST
227
Smithfield Trust
Pennsylvania
$102K – – –
IA
228
IFP Advisors
Florida
$91K – – –
KBC Group
229
KBC Group
Belgium
$80K -$72.3K -4,359 -49%
AAMU
230
Amundi Asset Management US
Massachusetts
$74K +$69.6K +4,195 New
SFM
231
Signet Financial Management
New Jersey
$70K +$66.4K +4,000 New
ASN
232
Advisory Services Network
Georgia
$69K – – –
HMS
233
Hanseatic Management Services
New Mexico
$69K +$11.6K +697 +21%
IDBONY
234
Israel Discount Bank of New York
New York
$53K – – –
PK
235
Pflug Koory
Nebraska
$49K – – –
MBT
236
Monroe Bank & Trust
Michigan
$48K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$40K – – –
VCM
238
Vigilant Capital Management
Maine
$37K – – –
SFG
239
SevenBridge Financial Group
Pennsylvania
$35K – – –
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$29K -$27.8K -1,678 -48%
FWM
241
Focused Wealth Management
New York
$29K – – –
APA
242
American Portfolios Advisors
New York
$27.2K – – –
SWM
243
SeaCrest Wealth Management
New York
$24K – – –
SP
244
SWS Partners
Ohio
$22K – – –
PAI
245
Pittenger & Anderson Inc
Nebraska
$22K +$20.7K +1,250 New
CFA
246
Carroll Financial Associates
North Carolina
$20K +$17 +1 +0.1%
GFP
247
Gryphon Financial Partners
Ohio
$19K +$18.3K +1,100 New
CPIG
248
Chicago Partners Investment Group
Illinois
$18K – – –
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$18K +$1.06K +64 +7%
GT
250
Glenmede Trust
Pennsylvania
$16K – – –