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Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$54K – – –
W
102
WealthStone
Ohio
$51.8K +$49K +31,322 New
Glenmede Trust
103
Glenmede Trust
Pennsylvania
$49K +$16.7K +10,646 +56%
Parallel Advisors
104
Parallel Advisors
California
$44K +$5.45K +3,480 +15%
Quadrant Capital Group
105
Quadrant Capital Group
Ohio
$40K -$258K -164,568 -87%
Wealthspire Advisors (New York)
106
Wealthspire Advisors (New York)
New York
$40K -$5.03K -3,214 -12%
PP
107
PDS Planning
Ohio
$40K +$38.1K +24,350 New
AIG
108
American International Group
New York
$38K – – –
Balentine LLC
109
Balentine LLC
Georgia
$31K +$29.7K +18,950 New
RFA
110
Reilly Financial Advisors
California
$19K – – –
Cetera Advisor Networks
111
Cetera Advisor Networks
California
$17K +$15.7K +10,004 New
Osaic Holdings
112
Osaic Holdings
Arizona
$11K +$6.96K +4,442 +195%
Simplex Trading
113
Simplex Trading
Illinois
$11K +$10.6K +6,784 New
LC
114
Lindbrook Capital
California
$10K -$8.5K -5,428 -47%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
TFS
116
TrustCore Financial Services
Tennessee
$10K – – –
Citigroup
117
Citigroup
New York
$9K -$51.5K -32,888 -86%
BCA
118
Berman Capital Advisors
Georgia
$8K -$3.02K -1,926 -28%
Tower Research Capital (TRC)
119
Tower Research Capital (TRC)
New York
$7K -$3.72K -2,378 -38%
Hillsdale Investment Management
120
Hillsdale Investment Management
Ontario, Canada
$6K – – –
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$5K +$4.29K +2,738 +5,704%
GWS
122
Glassman Wealth Services
Virginia
$4K +$3.46K +2,210 New
WEC
123
Winslow Evans & Crocker
Massachusetts
$3K -$3 -2 -0.1%
EARNEST Partners
124
EARNEST Partners
Georgia
$2K – – –
TL
125
TrueWealth LLC
Georgia
$2K – – –