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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
176
Integrated Investment Consultants
Michigan
$107K +$99.6K +924 New
FPFS
177
First Personal Financial Services
North Carolina
$94K
TRCT
178
Tower Research Capital (TRC)
New York
$94K +$87.1K +808 New
S
179
SignatureFD
Georgia
$70K +$30.4K +282 +89%
WA
180
WealthTrust-Arizona
Arizona
$69K +$108 +1 +0.2%
PCP
181
Proficio Capital Partners
Massachusetts
$51K +$31.9K +296 +206%
SEI Investments
182
SEI Investments
Pennsylvania
$39K -$1.4K -13 -4%
BL
183
Balentine LLC
Georgia
$39K
FNBT
184
FineMark National Bank & Trust
Florida
$38K +$11.9K +110 +50%
RFS
185
Rockefeller Financial Services
New York
$38K +$12.1K +112 +52%
GWM
186
Gupta Wealth Management
California
$37K -$5.07K -47 -13%
FHA
187
First Horizon Advisors
Tennessee
$36K -$431 -4 -1%
NFG
188
Next Financial Group
Texas
$35K
ZB
189
Zions Bancorporation
Utah
$29K -$970 -9 -4%
EFSCE
190
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
MFS
191
MSI Financial Services
Massachusetts
$26K +$1.83K +17 +8%
CFA
192
Carroll Financial Associates
North Carolina
$23K -$1.08K -10 -5%
JIC
193
Joel Isaacson & Co
New York
$23K
WEC
194
Winslow Evans & Crocker
Massachusetts
$20.6K -$108 -1 -0.6%
LNB
195
Ledyard National Bank
$20K
CAW
196
Cornerstone Advisors (Washington)
Washington
$15K
WIC
197
Woodmont Investment Counsel
Tennessee
$15K
CF
198
CenterStar Fund
Illinois
$14K
LIA
199
LS Investment Advisors
Michigan
$14K
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$13K -$5.18K -48 -29%