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Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$96K -$1.49K -578 -2%
CG
127
Colony Group
Massachusetts
$92K
PP
128
PDS Planning
Ohio
$91K +$12K +4,636 +17%
CIAS
129
CFS Investment Advisory Services
New Jersey
$91K +$82.9K +32,126 New
LPL Financial
130
LPL Financial
California
$91K +$83.4K +32,326 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79K +$71.9K +27,862 New
RJFSA
132
Raymond James Financial Services Advisors
Florida
$79K +$72.2K +27,992 New
LFAS
133
Level Four Advisory Services
Texas
$77K +$70.3K +27,250 New
Stifel Financial
134
Stifel Financial
Missouri
$73K +$13.8K +5,346 +26%
GT
135
Glenmede Trust
Pennsylvania
$69K -$7.27K -2,820 -10%
WANY
136
Wealthspire Advisors (New York)
New York
$69K +$2.99K +1,160 +5%
JWM
137
Janiczek Wealth Management
Colorado
$61K +$37.1K +14,376 +197%
BAM
138
Blueshift Asset Management
New Jersey
$61K +$56K +21,706 New
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$60K +$55K +21,318 New
SW
140
SVB Wealth
Massachusetts
$59K -$13.3K -5,144 -20%
SCM
141
Stevens Capital Management
Pennsylvania
$58K +$52.7K +20,430 New
PWPS
142
Pinnacle Wealth Planning Services
Ohio
$46K +$42.3K +16,404 New
MIM
143
Macroview Investment Management
Maryland
$45K
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$30K +$17.3K +6,708 +182%
RFA
145
Reilly Financial Advisors
California
$25K +$22.8K +8,852 New
SFO
146
Standard Family Office
South Dakota
$22K +$19.7K +7,628 New
FCH
147
Freestone Capital Holdings
Washington
$21.8K -$10 -4 -0.1%
IA
148
Inspire Advisors
Idaho
$21K +$19.2K +7,434 New
LC
149
Lindbrook Capital
California
$18K +$671 +260 +4%
TFS
150
TrustCore Financial Services
Tennessee
$16K