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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$60K – – –
SIAS
202
Shine Investment Advisory Services
Colorado
$47K +$77 +2 +0.2%
EW
203
Evoke Wealth
California
$41K – – –
SWA
204
Sutton Wealth Advisors
Florida
$40.8K – – –
BG
205
Bollard Group
Massachusetts
$38K +$34.6K +900 New
AAM
206
Advisors Asset Management
Colorado
$37K -$7.16K -186 -17%
VCM
207
Versant Capital Management
Arizona
$36K -$8.39K -218 -20%
Lazard Asset Management
208
Lazard Asset Management
New York
$30K -$14.3K -373 -34%
IA
209
IFP Advisors
Florida
$30K -$1.65K -43 -6%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$28K -$86.5K -2,249 -77%
CCM
211
Covington Capital Management
California
$28K – – –
FPFS
212
First Personal Financial Services
North Carolina
$28K – – –
First Manhattan
213
First Manhattan
New York
$27K – – –
JCM
214
Jacobi Capital Management
Pennsylvania
$25K – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$22K +$20.5K +533 New
JIR
216
James Investment Research
Ohio
$17K – – –
LF
217
Lee Financial
Texas
$15K – – –
SA
218
SRH Advisors
Kansas
$14K – – –
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$38 +1 +0.3%
KWM
220
Keebeck Wealth Management
Illinois
$14K +$12.8K +333 New
AWM
221
Avior Wealth Management
Nebraska
$13K +$12.2K +316 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$12K – – –
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K -$2.54K -66 -19%
HR
224
Howe & Rusling
New York
$11K -$20.4K -530 -67%
S
225
SignatureFD
Georgia
$11K -$808 -21 -8%