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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$20K – – –
Avantax Planning Partners
202
Avantax Planning Partners
Iowa
$17K +$19.2K +592 New
RE
203
RBC Europe
United Kingdom
$15.9K – – –
First Horizon Advisors
204
First Horizon Advisors
Tennessee
$15K -$2.3K -71 -12%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$13.1K +$13.6K +420 +2,211%
Whittier Trust
206
Whittier Trust
California
$10K – – –
MWM
207
MinichMacGregor Wealth Management
New York
$9K -$519 -16 -5%
AIM
208
Advantage Investment Management
Iowa
$6K – – –
Glenmede Trust
209
Glenmede Trust
Pennsylvania
$6K – – –
Simplex Trading
210
Simplex Trading
Illinois
$5K -$2.27K -70 -29%
Global Retirement Partners
211
Global Retirement Partners
California
$5K – – –
PCG
212
Private Capital Group
Connecticut
$5K – – –
SWM
213
SeaCrest Wealth Management
New York
$4K -$65 -2 -1%
GWS
214
Glassman Wealth Services
Virginia
$4K +$4.74K +146 New
CHP
215
Cable Hill Partners
Oregon
$3K – – –
FRA
216
Front Row Advisors
California
$3K – – –
VCM
217
Versant Capital Management
Arizona
$3K – – –
SignatureFD
218
SignatureFD
Georgia
$3K +$3.73K +115 New
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2K – – –
FANJ
220
Financial Architects (New Jersey)
New Jersey
$2K – – –
Geneos Wealth Management
221
Geneos Wealth Management
Colorado
$2K – – –
LWA
222
Lenox Wealth Advisors
New York
$2K – – –
FCAG
223
First Capital Advisors Group
New Jersey
$2K +$2.08K +64 New
HR
224
Howe & Rusling
New York
$1K -$97 -3 -13%
EARNEST Partners
225
EARNEST Partners
Georgia
$1K – – –