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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$12K
IPC
252
Independent Portfolio Consultants
Florida
$11K -$31.1K -395 -73%
IAS
253
INR Advisory Services
Pennsylvania
$10K +$2.2K +28 +27%
MA
254
MUFG Americas
New York
$10K +$7.87K +100 +294%
AIL
255
AGF Investments LLC
Ontario, Canada
$9K -$9.13K -116 -48%
IA
256
IFP Advisors
Florida
$9K
IUHSA
257
Itau Unibanco Holding S.A.
Brazil
$9K +$3.15K +40 +50%
QI
258
QS Investors
New York
$9K +$8.42K +107 +973%
Loomis, Sayles & Company
259
Loomis, Sayles & Company
Massachusetts
$8K
PA
260
Parallel Advisors
California
$8K
VCM
261
Versant Capital Management
Arizona
$7K -$19.3K -245 -70%
JCM
262
Jacobi Capital Management
Pennsylvania
$7K
OIA
263
OneDigital Investment Advisors
Kansas
$7K +$7.87K +100 New
BTIS
264
BB&T Investment Services
North Carolina
$7K +$9.61K +122 +79%
CAL
265
Capital Advisors Ltd
Ohio
$5K
GAM
266
Gemmer Asset Management
California
$4K
OFW
267
Omnia Family Wealth
Florida
$4K
PFSC
268
Peoples Financial Services Corp
Pennsylvania
$4K
ASN
269
Advisory Services Network
Georgia
$3K
WA
270
WFG Advisors
Texas
$2K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$1K
HR
272
Howe & Rusling
New York
$1K
AssetMark Inc
273
AssetMark Inc
California
$1K +$866 +11 +367%
VVP
274
Vulcan Value Partners
Alabama
-$46.4M -588,403 Closed
NI
275
Numeric Investors
Massachusetts
-$11.8M -149,455 Closed