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First American

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$107K +$48.2K +1,039 +77%
CCM
302
Covington Capital Management
California
$89K -$23.2K -500 -20%
JIR
303
James Investment Research
Ohio
$84K -$603 -13 -0.7%
BTNA
304
Bremer Trust National Association
Minnesota
$76K +$79K +1,704 New
PHK
305
Point72 Hong Kong
Hong Kong
$67K -$195K -4,212 -74%
TFO
306
Tarbox Family Office
California
$62K
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$59K +$30.1K +649 +96%
KPCM
308
Kings Point Capital Management
New York
$58K +$60.3K +1,300 New
FPFS
309
First Personal Financial Services
North Carolina
$50K +$34.9K +752 +203%
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$46K +$47.5K +1,024 New
DWA
311
Dougherty Wealth Advisers
Minnesota
$45K +$41.5K +894 New
EWM
312
Executive Wealth Management
Michigan
$37K +$38.6K +833 New
RCAG
313
Rehmann Capital Advisory Group
Michigan
$36.4K
S
314
SignatureFD
Georgia
$35K -$3.25K -70 -8%
LFA
315
Legacy Financial Advisors
Kentucky
$31K +$32.4K +698 New
AP
316
Advisors Preferred
Maryland
$30K +$31.6K +682 New
GI
317
Gradient Investments
Minnesota
$27K +$1.95K +42 +7%
JA
318
JOYN Advisors
Georgia
$27K +$23.8K +513 +540%
SP
319
Symmetry Partners
Connecticut
$27K +$27.9K +602 New
SSB
320
Sandy Spring Bank
Maryland
$26K
AIC
321
Ameritas Investment Company
Nebraska
$23K +$24K +517 New
CI
322
CX Institutional
Indiana
$22K +$23.2K +500 New
Bessemer Group
323
Bessemer Group
New Jersey
$21K -$2.17M -46,789 -99%
WWM
324
Willingdon Wealth Management
North Carolina
$18K
PCA
325
Peddock Capital Advisors
Massachusetts
$18K +$18.6K +400 New