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Name Holding Trade Value Shares
Change
Change in
Stake
Thompson Siegel & Walmsley
201
Thompson Siegel & Walmsley
Virginia
$34K – – –
Valeo Financial Advisors
202
Valeo Financial Advisors
Indiana
$27K +$25.6K +728 New
US Bancorp
203
US Bancorp
Minnesota
$24K +$6.08K +173 +37%
Arkadios Wealth Advisors
204
Arkadios Wealth Advisors
Georgia
$22K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
PVH
206
Psagot Value Holdings
Israel
$14K – – –
Quadrant Capital Group
207
Quadrant Capital Group
Ohio
$14K +$176 +5 +1%
VCG
208
Vantage Consulting Group
Virginia
$9K +$8.89K +253 New
CFGS
209
Concourse Financial Group Securities
Alabama
$7K – – –
Country Trust Bank
210
Country Trust Bank
Illinois
$7K – – –
Washington Trust
211
Washington Trust
Rhode Island
$7K – – –
Geneos Wealth Management
212
Geneos Wealth Management
Colorado
$6K – – –
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
PCG
214
Private Capital Group
Connecticut
$6K +$35 +1 +0.6%
FTDI
215
First Trust Direct Indexing
Massachusetts
$6K +$5.2K +148 New
IFP Advisors
216
IFP Advisors
Florida
$5K – – –
COCM
217
Charter Oak Capital Management
New Hampshire
$5K +$3.52K +100 New
PWMG
218
Prestige Wealth Management Group
New Jersey
$5K +$4.75K +135 New
CAM
219
Costello Asset Management
Pennsylvania
$4K – – –
Huntington National Bank
220
Huntington National Bank
Ohio
$4K – – –
Smithfield Trust
221
Smithfield Trust
Pennsylvania
$4K – – –
APA
222
American Portfolios Advisors
New York
$3.73K +$3.52K +100 New
Parallel Advisors
223
Parallel Advisors
California
$2K -$4.18K -119 -68%
PFA
224
Professional Financial Advisors
Nebraska
$2K – – –
Fidelity Investments
225
Fidelity Investments
Massachusetts
$2K +$2.04K +58 New