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Name Holding Trade Value Shares
Change
Change in
Stake
TIS
226
Tortoise Index Solutions
Kansas
$29K +$31K +1,332 New
IA
227
IFP Advisors
Florida
$26K -$11.6K -500 -29%
CI
228
CAZ Investments
Texas
$26K – – –
FHA
229
Flagship Harbor Advisors
Massachusetts
$26K +$1.16K +50 +4%
NA
230
Neuburgh Advisers
California
$24K +$792 +34 +3%
FANJ
231
Financial Architects (New Jersey)
New Jersey
$22K -$36.1K -1,550 -61%
VFA
232
Valeo Financial Advisors
Indiana
$22K – – –
KTC
233
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K -$93.1K -4,000 -82%
FCM
235
Flinton Capital Management
Pennsylvania
$20K +$652 +28 +3%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$18K – – –
TAM
237
Tyers Asset Management
Texas
$16K +$512 +22 +3%
PFO
238
Pathstone Family Office
New Jersey
$14K +$14.7K +632 New
ASN
239
Advisory Services Network
Georgia
$12K -$34.9K -1,500 -73%
CCA
240
Catalyst Capital Advisors
New York
$11K -$931 -40 -7%
FCA
241
FinTrust Capital Advisors
South Carolina
$11K – – –
OIA
242
Optimum Investment Advisors
Illinois
$11K – – –
GHCM
243
Glen Harbor Capital Management
California
$11K +$372 +16 +3%
S
244
SignatureFD
Georgia
$10K +$815 +35 +8%
EDRH
245
Edmond de Rothschild Holding
Switzerland
$9K -$44.2K -1,900 -83%
BBHC
246
Brown Brothers Harriman & Co
New York
$9K +$9.73K +418 New
CMO
247
Covenant Multifamily Offices
Texas
$9K +$10K +430 New
GWM
248
Geneos Wealth Management
Colorado
$8K -$19.4K -833 -68%
TA
249
TCG Advisors
Texas
$8K +$8.15K +350 New
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$7K – – –