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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
201
Rehmann Capital Advisory Group
Michigan
$18.4K -$14.1K -260 -37%
JA
202
JOYN Advisors
Georgia
$18K +$18K +330 +371%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$16K +$9.69K +178 +83%
S
204
SignatureFD
Georgia
$14K +$18.6K +341 New
VCM
205
Versant Capital Management
Arizona
$12K -$490 -9 -3%
NFG
206
Next Financial Group
Texas
$12K
GWM
207
Geneos Wealth Management
Colorado
$9K
GAM
208
Gemmer Asset Management
California
$8K
RWA
209
River Wealth Advisors
Pennsylvania
$8K
QCG
210
Quadrant Capital Group
Ohio
$7K +$1.74K +32 +22%
CFGS
211
Concourse Financial Group Securities
Alabama
$5K +$653 +12 +11%
MNBTD
212
Moody National Bank Trust Division
Texas
$4K +$5.28K +97 New
ER
213
Enlightenment Research
Florida
$4K +$5.44K +100 New
CCM
214
Channing Capital Management
Illinois
$3K -$56.1M -1,031,304 -100%
VFA
215
Valeo Financial Advisors
Indiana
$3K -$1.25K -23 -26%
ASN
216
Advisory Services Network
Georgia
$2K -$1.8K -33 -48%
KPW
217
Kore Private Wealth
New York
$2K +$2.45K +45 New
RFC
218
Regions Financial Corp
Alabama
$1K
IA
219
IFP Advisors
Florida
$1K +$1.14K +21 +140%
FCM
220
Frontier Capital Management
Massachusetts
-$18.4M -258,098 Closed
Loomis, Sayles & Company
221
Loomis, Sayles & Company
Massachusetts
-$14M -195,438 Closed
SAM
222
Skyline Asset Management
Illinois
-$10M -140,000 Closed
Baird Financial Group
223
Baird Financial Group
Wisconsin
-$5.64M -79,450 Closed
Lazard Asset Management
224
Lazard Asset Management
New York
-$5M -70,015 Closed
BCM
225
Basswood Capital Management
New York
-$3.94M -55,222 Closed