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Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
701
Vantage Financial Partners (Illinois)
Illinois
$610K – – –
JCM
702
Jacobi Capital Management
Pennsylvania
$609K +$33.2K +118 +6%
CAN
703
Cetera Advisor Networks
California
$605K -$331K -1,179 -36%
CPIA
704
Cornell Pochily Investment Advisors
New York
$605K -$12.9K -46 -2%
TAM
705
Tiverton Asset Management
Delaware
$604K +$386K +1,372 +194%
JDR
706
Jay D. Rosenbaum
$602K -$15.2K -54 -3%
SLF
707
Sun Life Financial
Ontario, Canada
$601K +$393K +1,398 +207%
BBA
708
Braun-Bostich & Associates
Pennsylvania
$592K -$5.62K -20 -1%
AWM
709
Aevitas Wealth Management
Massachusetts
$589K +$45K +160 +9%
KFA
710
Kelleher Financial Advisors
New York
$587K +$7.03K +25 +1%
BC
711
Birchview Capital
Vermont
$580K – – –
DS
712
Dudley & Shanley
Florida
$580K – – –
CCA
713
Checchi Capital Advisers
California
$578K +$9K +32 +2%
BCM
714
Boltwood Capital Management
California
$577K +$12.7K +45 +2%
S
715
SignatureFD
Georgia
$573K +$134K +476 +32%
GC
716
Grimes & Company
Massachusetts
$569K +$177K +630 +47%
MCM
717
Manchester Capital Management
Vermont
$567K – – –
Cerity Partners
718
Cerity Partners
New York
$564K +$216K +769 +66%
GWM
719
Geneos Wealth Management
Colorado
$558K -$76.2K -271 -12%
ONB
720
Old National Bancorp
Indiana
$555K -$46.7K -166 -8%
Capstone Investment Advisors
721
Capstone Investment Advisors
New York
$553K +$536K +1,906 New
NSAM
722
North Star Asset Management
Wisconsin
$551K -$157K -560 -23%
CIA
723
Choate Investment Advisors
Massachusetts
$548K -$41.9K -149 -7%
AA
724
ALPS Advisors
Colorado
$547K -$99K -352 -16%
CCG
725
Cypress Capital Group
Florida
$542K +$29.5K +105 +6%