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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$68K +$137 +3 +0.2%
OMCS
402
Old Mutual Customised Solutions
South Africa
$68K +$63.2K +1,384 New
CFA
403
Carroll Financial Associates
North Carolina
$59K – – –
NIT
404
NumerixS Investment Technologies
British Columbia, Canada
$57K -$532K -11,646 -91%
FANJ
405
Financial Architects (New Jersey)
New Jersey
$57K – – –
WTC
406
WhitTier Trust Company
Nevada
$57K – – –
CFD
407
Creative Financial Designs
Indiana
$53K +$49.7K +1,088 New
DSC
408
Duncker Streett & Co
Missouri
$51K – – –
BL
409
Balentine LLC
Georgia
$48K +$16.3K +357 +57%
CF
410
CenterStar Fund
Illinois
$46K – – –
ARMT
411
Amica Retiree Medical Trust
Rhode Island
$45K – – –
KF
412
Krilogy Financial
Missouri
$41K +$12.7K +279 +50%
CIM
413
Contravisory Investment Management
Massachusetts
$33K +$13.6K +297 +81%
WAM
414
Wealthspire Advisors (Maryland)
Maryland
$32K – – –
MFS
415
MSI Financial Services
Massachusetts
$32K +$4.79K +105 +19%
EA
416
Edge Advisors
Georgia
$30K +$28.6K +626 New
GLI
417
Guardian Life Insurance
New York
$29K +$868 +19 +3%
AOWM
418
Alpha Omega Wealth Management
Virginia
$28K +$26.3K +577 New
FHA
419
First Horizon Advisors
Tennessee
$26K – – –
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$25K +$8.86K +194 +62%
TDC
421
Thompson Davis & Co
Virginia
$23K -$19.8K -433 -48%
SIC
422
Salem Investment Counselors
North Carolina
$23K – – –
PIA
423
Piedmont Investment Advisors
North Carolina
$21.4K +$19.8K +434 +14,467%
IA
424
IFP Advisors
Florida
$20K -$133K -2,906 -87%
GAM
425
Gemmer Asset Management
California
$19K +$1.51K +33 +10%