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Forrester Research

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
101
Trust Company of Vermont
Vermont
$15K – – –
Copeland Capital Management
102
Copeland Capital Management
Pennsylvania
$12K +$11.8K +277 New
Mutual of America Capital Management
103
Mutual of America Capital Management
New York
$11K +$2.69K +63 +33%
KPW
104
Kore Private Wealth
New York
$11K +$10.7K +250 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$10.4K -$15.1K -354 -60%
PCM
106
Prelude Capital Management
New York
$9K +$725 +17 +10%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$9K +$6.44K +151 +256%
Ladenburg Thalmann Financial Services
108
Ladenburg Thalmann Financial Services
Florida
$8K -$2.73K -64 -25%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$6K +$6.18K +145 New
SWA
110
Sutton Wealth Advisors
Florida
$5.95K – – –
VCM
111
Versant Capital Management
Arizona
$5K -$2.86K -67 -37%
MNBTD
112
Moody National Bank Trust Division
Texas
$4K +$4.18K +98 New
Wealthspire Advisors (Maryland)
113
Wealthspire Advisors (Maryland)
Maryland
$3K -$384 -9 -14%
Oppenheimer Asset Management
114
Oppenheimer Asset Management
New York
$3K +$2.56K +60 New
JA
115
JOYN Advisors
Georgia
$2K -$2.56K -60 -53%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
NFG
117
Next Financial Group
Texas
$2K – – –
TCI Wealth Advisors
118
TCI Wealth Advisors
Arizona
$2K – – –
BCA
119
Berman Capital Advisors
Georgia
$2K +$2.17K +51 New
Cresset Asset Management
120
Cresset Asset Management
Illinois
$1K +$682 +16 New
MSA
121
Marino Stram & Associates
Massachusetts
$1K +$1.32K +31 New
LC
122
Lindbrook Capital
California
$1K +$1.83K +43 New
Vident Investment Advisory
123
Vident Investment Advisory
Georgia
– -$405K -8,824 Closed
Wedge Capital Management
124
Wedge Capital Management
North Carolina
– -$259K -5,637 Closed
OppenheimerFunds
125
OppenheimerFunds
New York
– -$232K -5,046 Closed