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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Manchester Capital Management
Vermont
$67K
BFEC
427
Benjamin F. Edwards & Company
Missouri
$66K +$64.6K +1,875 New
SLF
428
Sun Life Financial
Ontario, Canada
$64K +$63K +1,830 +36,600%
IR
429
Invictus RG
Bermuda
$63K +$62.4K +1,813 New
GWM
430
Geneos Wealth Management
Colorado
$62K -$964 -28 -2%
AIM
431
Advantage Investment Management
Iowa
$51K
EWM
432
Evercore Wealth Management
New York
$50K
BBHC
433
Brown Brothers Harriman & Co
New York
$48K -$92.7K -2,693 -66%
ARMT
434
Amica Retiree Medical Trust
Rhode Island
$47K
KF
435
Krilogy Financial
Missouri
$47K
ASN
436
Advisory Services Network
Georgia
$47K +$1.72K +50 +4%
AIM
437
Acrospire Investment Management
Illinois
$43K +$13.8K +400 +49%
RWA
438
Ropes Wealth Advisors
Massachusetts
$35K -$69 -2 -0.2%
HRC
439
Hoertkorn Richard Charles
$35K
WAM
440
Wealthspire Advisors (Maryland)
Maryland
$33K +$103 +3 +0.3%
RFA
441
Reilly Financial Advisors
California
$28K
SIM
442
Sonora Investment Management
Arizona
$27.1K
YWP
443
YorkBridge Wealth Partners
New York
$25K
SPIA
444
Steward Partners Investment Advisory
New York
$22K +$3.44K +100 +18%
GLI
445
Guardian Life Insurance
New York
$20K -$14.1K -409 -42%
WAS
446
WESPAC Advisors SoCal
California
$20K
VWA
447
V Wealth Advisors
Kansas
$18K +$17.8K +516 New
FC
448
Ferris Capital
Massachusetts
$18K +$18.2K +528 New
PA
449
Parallel Advisors
California
$17K
JWA
450
JFS Wealth Advisors
Pennsylvania
$14K