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Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Klingman & Associates
New York
$28K – – –
GWM
452
Geneos Wealth Management
Colorado
$28K +$1.32K +38 +5%
FHA
453
First Horizon Advisors
Tennessee
$26K – – –
BBHC
454
Brown Brothers Harriman & Co
New York
$21K – – –
HCC
455
Hirtle Callaghan & Co
Pennsylvania
$20K – – –
NSIM
456
North Star Investment Management
Illinois
$20K – – –
SAM
457
Shamrock Asset Management
Texas
$17K – – –
HCM
458
Herndon Capital Management
Georgia
$16K -$64.9K -1,868 -79%
NFG
459
Next Financial Group
Texas
$15K +$10.4K +300 +185%
CPP
460
Crow Point Partners
Massachusetts
$15K +$15.5K +446 New
FPFS
461
First Personal Financial Services
North Carolina
$13K -$7.43K -214 -36%
CF
462
CenterStar Fund
Illinois
$13K – – –
EWM
463
Edge Wealth Management
New York
$13K – – –
PG
464
Patten Group
Tennessee
$12K – – –
ACS
465
Archford Capital Strategies
Illinois
$10K – – –
CHC
466
City Holding Co
West Virginia
$10K – – –
WA
467
WFG Advisors
Texas
$9K -$4.1K -118 -30%
GI
468
Gradient Investments
Minnesota
$8K -$357K -10,276 -98%
ASN
469
Advisory Services Network
Georgia
$8K +$8.13K +234 New
HRCM
470
Hood River Capital Management
Florida
$7K – – –
SFG
471
SevenBridge Financial Group
Pennsylvania
$6K -$2.43K -70 -25%
TFO
472
Tarbox Family Office
California
$5K – – –
RWM
473
Raffa Wealth Management
District of Columbia
$4.55K – – –
BFEC
474
Benjamin F. Edwards & Company
Missouri
$4K – – –
FANJ
475
Financial Architects (New Jersey)
New Jersey
$4K – – –