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Name Holding Trade Value Shares
Change
Change in
Stake
BL
551
Balentine LLC
Georgia
$25K +$23.3K +371 New
RPG
552
Risk Paradigm Group
Texas
$23.8K +$11.6K +185 +107%
JIC
553
Joel Isaacson & Co
New York
$20K
NYLT
554
New York Life Trust
New York
$19K -$46K -734 -72%
ZB
555
Zions Bancorporation
Utah
$17K -$2.51K -40 -14%
SAM
556
Shamrock Asset Management
Texas
$17K
WAM
557
Wealthspire Advisors (Maryland)
Maryland
$17K +$3.83K +61 +30%
PMFA
558
Plante Moran Financial Advisors
Michigan
$16K -$260K -4,146 -94%
IPC
559
Independent Portfolio Consultants
Florida
$15K -$1.57K -25 -10%
RFA
560
Reilly Financial Advisors
California
$13K
TIM
561
Tortoise Investment Management
New York
$13K
WTB
562
Washington Trust Bank
Washington
$13K
JGIA
563
Jackson Grant Investment Advisers
Connecticut
$13K +$63 +1 +0.5%
ClearBridge Investments
564
ClearBridge Investments
New York
$13K +$502 +8 +4%
FAM
565
Fred Alger Management
New York
$12K +$8.15K +130 +232%
MAM
566
Meeder Asset Management
Ohio
$10K -$299K -4,774 -97%
TRCT
567
Tower Research Capital (TRC)
New York
$10K -$23.3K -372 -71%
DAM
568
Delta Asset Management
Tennessee
$10K
SSB
569
Sandy Spring Bank
Maryland
$10K
GAM
570
Gemmer Asset Management
California
$9K
VIA
571
Vantage Investment Advisors
Pennsylvania
$9K +$1.5K +24 +23%
MUS
572
Mitsubishi UFJ Securities
Japan
$8K -$55.2K -880 -88%
NFG
573
Next Financial Group
Texas
$7K -$8.46K -135 -53%
CAW
574
Cornerstone Advisors (Washington)
Washington
$7K
HFM
575
Hartford Financial Management
Connecticut
$7K