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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$11K – – –
SPIA
402
Steward Partners Investment Advisory
New York
$10K +$9.42K +60 New
VCM
403
Versant Capital Management
Arizona
$9K -$7.54K -48 -48%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$8K -$1.41K -9 -16%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$7.92K +$314 +2 +5%
HWA
406
Heritage Wealth Advisors
Virginia
$7.06K – – –
CFGS
407
Concourse Financial Group Securities
Alabama
$7K -$157 -1 -3%
EARNEST Partners
408
EARNEST Partners
Georgia
$7K – – –
PCMK
409
Paragon Capital Management (Kansas)
Kansas
$7K – – –
VNA
410
Valley National Advisers
Pennsylvania
$7K – – –
TFO
411
Tarbox Family Office
California
$7K +$3.93K +25 +139%
SMFS
412
Squar Milner Financial Services
California
$6K -$5.18K -33 -49%
FPFS
413
First Personal Financial Services
North Carolina
$6K – – –
S
414
SignatureFD
Georgia
$5K – – –
IFAM
415
Institutional & Family Asset Management
Colorado
$5K +$4.71K +30 New
MF
416
Manchester Financial
California
$5K +$4.71K +30 New
TWA
417
TCI Wealth Advisors
Arizona
$4K – – –
BL
418
Balentine LLC
Georgia
$4K +$3.93K +25 New
BWM
419
BerganKDV Wealth Management
Minnesota
$3K – – –
PMFA
420
Plante Moran Financial Advisors
Michigan
$3K – – –
SFSIG
421
San Francisco Sentry Investment Group
California
$3K – – –
FHA
422
Flagship Harbor Advisors
Massachusetts
$2K – – –
VFA
423
Valeo Financial Advisors
Indiana
$2K – – –
CIR
424
Clear Investment Research
Georgia
$1K – – –
CFA
425
Carroll Financial Associates
North Carolina
$1K +$942 +6 New