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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$28K -$783 -19 -3%
FHA
377
First Horizon Advisors
Tennessee
$26K -$12.9K -314 -33%
BL
378
Balentine LLC
Georgia
$26K – – –
GLI
379
Guardian Life Insurance
New York
$24K – – –
MFS
380
MSI Financial Services
Massachusetts
$23K -$13.5K -328 -38%
KF
381
Krilogy Financial
Missouri
$23K – – –
SAMC
382
Shinko Asset Management Company
Japan
$20K – – –
SIC
383
Salem Investment Counselors
North Carolina
$19.3K +$19K +461 New
IR
384
Invictus RG
Bermuda
$17K +$17.1K +416 New
CIM
385
Contravisory Investment Management
Massachusetts
$15K +$15.2K +368 New
AssetMark Inc
386
AssetMark Inc
California
$14K – – –
GAM
387
Gemmer Asset Management
California
$14K – – –
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$13K -$3.09K -75 -19%
ASN
389
Advisory Services Network
Georgia
$9K – – –
HNB
390
Huntington National Bank
Ohio
$7K +$6.47K +157 New
CTC
391
Central Trust Company
Missouri
$5K – – –
VCM
392
Versant Capital Management
Arizona
$5K +$288 +7 +6%
CFG
393
Citizens Financial Group
Rhode Island
$4K – – –
First Manhattan
394
First Manhattan
New York
$4K – – –
FWM
395
Focused Wealth Management
New York
$4K – – –
ZB
396
Zions Bancorporation
Utah
$3K -$82 -2 -3%
FNBT
397
FineMark National Bank & Trust
Florida
$3K – – –
QCG
398
Quadrant Capital Group
Ohio
$3K – – –
CAW
399
Cornerstone Advisors (Washington)
Washington
$2K – – –
KT
400
Kanaly Trust
Texas
$2K – – –