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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
276
Roble Belko & Company
Pennsylvania
$34K +$4.39K +61 +14%
BBHC
277
Brown Brothers Harriman & Co
New York
$30K -$1.08K -15 -3%
TFS
278
TrustCore Financial Services
Tennessee
$29K – – –
AF
279
Allworth Financial
California
$27K – – –
SF
280
Synovus Financial
Georgia
$27K +$27.8K +386 New
RFA
281
Reilly Financial Advisors
California
$25K – – –
FIB
282
First Interstate Bank
Montana
$23K – – –
GWM
283
Geneos Wealth Management
Colorado
$21K -$1.08K -15 -5%
APA
284
American Portfolios Advisors
New York
$20.2K – – –
CAM
285
Close Asset Management
United Kingdom
$19K – – –
PCP
286
Proficio Capital Partners
Massachusetts
$18K – – –
CIP
287
Convergence Investment Partners
Florida
$18K +$18.5K +257 New
ADL
288
Asset Dedication LLC
California
$18K +$19.4K +270 New
SIAS
289
Shine Investment Advisory Services
Colorado
$17K -$5.83K -81 -25%
PA
290
Parallel Advisors
California
$17K – – –
ST
291
Smithfield Trust
Pennsylvania
$17K – – –
Acadian Asset Management
292
Acadian Asset Management
Massachusetts
$16K – – –
POIA
293
Pin Oak Investment Advisors
Texas
$12K – – –
RCAG
294
Rehmann Capital Advisory Group
Michigan
$12K +$12.3K +171 New
Envestnet Asset Management
295
Envestnet Asset Management
Illinois
$10K -$21.6K -300 -68%
TWMP
296
Taylor Wealth Management Partners
Massachusetts
$10K – – –
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$9K – – –
DSC
298
Duncker Streett & Co
Missouri
$9K – – –
GAM
299
Gemmer Asset Management
California
$9K – – –
ASN
300
Advisory Services Network
Georgia
$8K +$648 +9 +8%