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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Next Financial Group
Texas
$8K -$19.7K -251 -73%
NSIM
402
North Star Investment Management
Illinois
$8K – – –
ZB
403
Zions Bancorporation
Utah
$7K -$12.2K -155 -66%
LWA
404
Lenox Wealth Advisors
New York
$7K +$6.83K +87 New
EARNEST Partners
405
EARNEST Partners
Georgia
$6K – – –
VCG
406
Vantage Consulting Group
Virginia
$6K +$6.05K +77 New
GWMIA
407
Global Wealth Management Investment Advisory
Florida
$5K – – –
FRA
408
Front Row Advisors
California
$4K -$1.49K -19 -31%
Loring Wolcott & Coolidge Fiduciary Advisors
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.77K +48 New
TFO
410
Tarbox Family Office
California
$3K – – –
TJHA
411
Thomas J. Herzfeld Advisors
Florida
$3K – – –
ACM
412
AUA Capital Management
Pennsylvania
$3K +$393 +5 +15%
RPWA
413
Regent Peak Wealth Advisors
Georgia
$3K +$2.9K +37 New
CFD
414
Creative Financial Designs
Indiana
$2K – – –
VCM
415
Versant Capital Management
Arizona
$2K – – –
PCA
416
Peddock Capital Advisors
Massachusetts
$2K +$1.65K +21 New
CHA
417
Carmichael Hill & Associates
Maryland
$2K +$2.36K +30 New
FF
418
FourThought Financial
Florida
$2K +$2.59K +33 New
RWM
419
Raffa Wealth Management
District of Columbia
$1.58K – – –
TI
420
tru Independence
Oregon
$1.14K -$3.53K -45 -0.3%
GWS
421
Glassman Wealth Services
Virginia
$1K – – –
MAM
422
Meeder Asset Management
Ohio
$1K – – –
MCM
423
Manchester Capital Management
Vermont
$1K +$314 +4 +133%
Kayne Anderson Rudnick Investment Management
424
Kayne Anderson Rudnick Investment Management
California
$1K +$550 +7 New
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$1K +$707 +9 New