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Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MCF Advisors
Kentucky
$22K – – –
SAMC
377
Shinko Asset Management Company
Japan
$22K – – –
FANJ
378
Financial Architects (New Jersey)
New Jersey
$22K +$7.72K +685 +61%
HR
379
Howe & Rusling
New York
$19K +$484 +43 +3%
WAM
380
Wealthspire Advisors (Maryland)
Maryland
$18K +$1.34K +119 +9%
MA
381
MUFG Americas
New York
$17K – – –
Bessemer Group
382
Bessemer Group
New Jersey
$11K – – –
GWM
383
Geneos Wealth Management
Colorado
$11K +$34 +3 +0.3%
CG
384
Cutler Group
California
$8K -$90.1K -8,000 -92%
JIR
385
James Investment Research
Ohio
$8K – – –
S
386
SignatureFD
Georgia
$8K +$1.08K +96 +18%
SWA
387
Sutton Wealth Advisors
Florida
$7.04K – – –
CAW
388
Cornerstone Advisors (Washington)
Washington
$7K +$158 +14 +3%
Creative Planning
389
Creative Planning
Kansas
$6K -$2.24K -199 -30%
TFO
390
Tarbox Family Office
California
$6K -$901 -80 -14%
ASN
391
Advisory Services Network
Georgia
$6K – – –
FNFDCM
392
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4K -$110K -9,729 -97%
ZB
393
Zions Bancorporation
Utah
$4K +$203 +18 +6%
PMFA
394
Plante Moran Financial Advisors
Michigan
$4K +$3.72K +330 New
CTC
395
Central Trust Company
Missouri
$3K – – –
RBC
396
Roble Belko & Company
Pennsylvania
$3K – – –
TWA
397
TCI Wealth Advisors
Arizona
$3K – – –
JCM
398
Jacobi Capital Management
Pennsylvania
$3K +$3.1K +275 New
MCM
399
MV Capital Management
Maryland
$3K +$3.11K +276 New
DSC
400
Duncker Streett & Co
Missouri
$2K – – –