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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
701
M&R Capital Management
New Jersey
$105K
CLOS
702
Compagnie Lombard Odier SCmA
Switzerland
$101K
WC
703
Whitnell & Co
Illinois
$101K
APP
704
Avantax Planning Partners
Iowa
$94K +$90.8K +1,770 New
GWM
705
Geneos Wealth Management
Colorado
$92K +$42.9K +837 +107%
FC
706
Ferris Capital
Massachusetts
$91K -$3.33K -65 -4%
PCG
707
Private Capital Group
Connecticut
$89K +$2.46K +48 +3%
ST
708
Smithfield Trust
Pennsylvania
$87K -$820 -16 -1%
CAPTRUST Financial Advisors
709
CAPTRUST Financial Advisors
North Carolina
$86K +$9.28K +181 +13%
TSW
710
Thompson Siegel & Walmsley
Virginia
$85K
OIA
711
OneDigital Investment Advisors
Kansas
$81K +$103 +2 +0.1%
GLI
712
Guardian Life Insurance
New York
$73K +$1.79K +35 +3%
MUS
713
Mitsubishi UFJ Securities
Japan
$72K
M
714
MOTCO
Texas
$72K
SLF
715
Sun Life Financial
Ontario, Canada
$72K +$1.69K +33 +3%
CGT
716
Capital Guardian Trust
California
$72K +$69.1K +1,348 New
PMFA
717
Plante Moran Financial Advisors
Michigan
$68K
CFA
718
Carroll Financial Associates
North Carolina
$67K
ADL
719
Asset Dedication LLC
California
$66K
OFW
720
Omnia Family Wealth
Florida
$65K +$56.4K +1,099 +845%
PG
721
Patten Group
Tennessee
$64K -$8.72K -170 -12%
RWA
722
Ropes Wealth Advisors
Massachusetts
$64K
FPS
723
Fieldpoint Private Securities
Connecticut
$63K
CFGS
724
Concourse Financial Group Securities
Alabama
$61K +$59.4K +1,158 New
RA
725
Rational Advisors
New York
$59K -$89.4K -1,744 -61%