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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$16K +$15.8K +509 New
GWM
202
Geneos Wealth Management
Colorado
$16K +$16.2K +522 New
CIA
203
ClearBridge Investments (Australia)
Australia
$15K +$14.8K +477 New
MA
204
MUFG Americas
New York
$14K +$14.5K +467 New
PMFA
205
Plante Moran Financial Advisors
Michigan
$13K +$13.1K +423 New
CAL
206
Capital Analysts LLC
Pennsylvania
$12K +$11.9K +385 New
TCOV
207
Trust Company of Vermont
Vermont
$12K +$12.4K +400 New
PCP
208
Proficio Capital Partners
Massachusetts
$9K +$9.13K +294 New
NFG
209
Next Financial Group
Texas
$7K +$6.98K +225 New
AIM
210
Acrospire Investment Management
Illinois
$7K +$7.2K +232 New
IWM
211
IHT Wealth Management
Illinois
$6K +$5.56K +179 New
CHC
212
City Holding Co
West Virginia
$5K +$5.06K +163 New
WEC
213
Winslow Evans & Crocker
Massachusetts
$4.58K +$4.59K +148 New
AIM
214
Arcadia Investment Management
Michigan
$4K +$4.07K +131 New
CCM
215
Cribstone Capital Management
Maine
$4K +$4.41K +142 New
AssetMark Inc
216
AssetMark Inc
California
$3K +$2.67K +86 New
BlackRock
217
BlackRock
New York
$3K +$2.92K +94 New
HR
218
Howe & Rusling
New York
$1K +$683 +22 New
FPFS
219
First Personal Financial Services
North Carolina
$1K +$1.02K +33 New
BTIS
220
BB&T Investment Services
North Carolina
$1K +$1.15K +37 New
QCG
221
Quadrant Capital Group
Ohio
– +$931 +30 New