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Exponent

Name Holding Trade Value Shares
Change
Change in
Stake
Procyon Advisors
251
Procyon Advisors
Connecticut
$22K – – –
VCM
252
Versant Capital Management
Arizona
$22K +$216 +3 +1%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$22K +$19.1K +266 New
HIA
254
Harbor Investment Advisory
Maryland
$21K – – –
LF
255
Lee Financial
Texas
$20K -$2.52K -35 -12%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$864 -12 -5%
Cetera Advisor Networks
257
Cetera Advisor Networks
California
$19K +$16.5K +229 New
CIA
258
CSat Investment Advisory
Michigan
$16K +$14K +195 New
Harding Loevner
259
Harding Loevner
New Jersey
$14K – – –
VAIA
260
Virtus Alternative Investment Advisers
Connecticut
$13K -$10.8K -150 -48%
SIAS
261
Shine Investment Advisory Services
Colorado
$12K -$3.24K -45 -23%
Allworth Financial
262
Allworth Financial
California
$12K – – –
CFA
263
Carroll Financial Associates
North Carolina
$12K – – –
WhitTier Trust Company
264
WhitTier Trust Company
Nevada
$12K – – –
Valeo Financial Advisors
265
Valeo Financial Advisors
Indiana
$12K +$6.26K +87 +158%
BCA
266
Berman Capital Advisors
Georgia
$10K – – –
FHA
267
Flagship Harbor Advisors
Massachusetts
$10K +$9.65K +134 New
FRA
268
Front Row Advisors
California
$9K – – –
Global Retirement Partners
269
Global Retirement Partners
California
$7K – – –
HFA
270
HC Financial Advisors
California
$6K – – –
KPW
271
Kore Private Wealth
New York
$6K +$6.05K +84 New
TFO
272
Tarbox Family Office
California
$5K -$576 -8 -13%
LC
273
Lindbrook Capital
California
$5K – – –
SL
274
Savior LLC
Massachusetts
$5K – – –
Sowell Financial Services
275
Sowell Financial Services
Arkansas
$5K +$1.01K +14 +33%