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BOK Financial
BOKF

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
IFP Advisors
Florida
$14.9K +$14.3K +142 New
AF
202
Allworth Financial
California
$13.3K -$1.51K -15 -11%
WT
203
Whittier Trust
California
$12.8K – – –
VCM
204
Versant Capital Management
Arizona
$12.6K +$5.54K +55 +85%
HFM
205
Harvest Fund Management
China
$11K +$10.8K +107 New
LI
206
LRI Investments
Florida
$10.8K – – –
PFBT
207
Parkside Financial Bank & Trust
Missouri
$10.8K +$4.03K +40 +63%
MG
208
Mather Group
Illinois
$10.5K – – –
SAM
209
Smartleaf Asset Management
Massachusetts
$10.2K +$6.24K +62 +172%
C
210
Covestor
United Kingdom
$10K -$21.4K -213 -69%
HWM
211
Hemington Wealth Management
Virginia
$10K +$10.1K +100 New
RIM
212
Ranger Investment Management
Texas
$9.73K – – –
S
213
Sachetta
Massachusetts
$7.53K – – –
EWA
214
EverSource Wealth Advisors
Alabama
$7.01K +$3.22K +32 +91%
CTA
215
Colonial Trust Advisors
South Carolina
$6.7K – – –
BTI
216
Blue Trust Inc
Georgia
$5.5K +$5.33K +53 +757%
JWA
217
JFS Wealth Advisors
Pennsylvania
$4.92K +$805 +8 +21%
HNB
218
Huntington National Bank
Ohio
$4.08K – – –
BIA
219
Bell Investment Advisors
California
$2.93K – – –
S
220
SignatureFD
Georgia
$2.51K – – –
FFA
221
Farther Finance Advisors
California
$2.4K +$604 +6 +35%
PWMG
222
Private Wealth Management Group
New Jersey
$2.09K – – –
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$1.78K +$201 +2 +13%
SIC
224
SJS Investment Consulting
Ohio
$1.57K +$101 +1 +7%
PS
225
Principal Securities
Iowa
$1.05K +$1.01K +10 New
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9
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