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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
201
Reilly Financial Advisors
California
$32K – – –
CIA
202
ClearBridge Investments (Australia)
Australia
$31K +$14.5K +453 +95%
DADC
203
D.A. Davidson & Co
Montana
$30K – – –
EWM
204
Evercore Wealth Management
New York
$26K – – –
PCP
205
Proficio Capital Partners
Massachusetts
$25K +$15.2K +475 +162%
CPIG
206
Chicago Partners Investment Group
Illinois
$23K – – –
GRP
207
Global Retirement Partners
California
$20K -$35.5K -1,113 -65%
QT
208
Quantbot Technologies
New York
$20K +$19.5K +610 New
Barclays
209
Barclays
United Kingdom
$18K +$17.4K +545 New
AIM
210
Acrospire Investment Management
Illinois
$17K +$8.56K +268 +116%
MIC
211
MU Investments Company
Japan
$15K -$12.5K -390 -46%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$14K -$7.28K -228 -36%
GWM
213
Geneos Wealth Management
Colorado
$14K -$2.27K -71 -14%
PMFA
214
Plante Moran Financial Advisors
Michigan
$14K – – –
TCOV
215
Trust Company of Vermont
Vermont
$13K – – –
ASN
216
Advisory Services Network
Georgia
$13K +$12.4K +388 New
CAL
217
Capital Analysts LLC
Pennsylvania
$12.7K – – –
IWM
218
IHT Wealth Management
Illinois
$12K +$5.59K +175 +98%
MA
219
MUFG Americas
New York
$11K -$4.05K -127 -27%
AssetMark Inc
220
AssetMark Inc
California
$11K +$7.92K +248 +288%
TF
221
Tompkins Financial
New York
$11K +$10.8K +338 New
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$7.96K +$7.66K +240 New
NFG
223
Next Financial Group
Texas
$7K – – –
BTIS
224
BB&T Investment Services
North Carolina
$6K +$4.53K +142 +384%
CHC
225
City Holding Co
West Virginia
$5K – – –