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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
426
IMA Advisory Services
Colorado
$14K – – –
IA
427
IFP Advisors
Florida
$12K +$12.3K +74 New
CHC
428
City Holding Co
West Virginia
$11K – – –
GWM
429
Geneos Wealth Management
Colorado
$11K – – –
BFEC
430
Benjamin F. Edwards & Company
Missouri
$10K -$2.49K -15 -19%
SLF
431
Sun Life Financial
Ontario, Canada
$10K +$10.1K +61 New
SFS
432
Sowell Financial Services
Arkansas
$10K +$10.3K +62 New
PCM
433
Penserra Capital Management
California
$9K -$19.9K -120 -67%
SPIA
434
Steward Partners Investment Advisory
New York
$9K – – –
DAM
435
Delta Asset Management
Tennessee
$9K +$9.29K +56 New
VCM
436
Versant Capital Management
Arizona
$8K – – –
RCAG
437
Rehmann Capital Advisory Group
Michigan
$7.54K – – –
TFO
438
Tarbox Family Office
California
$7K – – –
VNA
439
Valley National Advisers
Pennsylvania
$7K – – –
S
440
SignatureFD
Georgia
$7K +$1.66K +10 +32%
CFGS
441
Concourse Financial Group Securities
Alabama
$6K -$664 -4 -11%
EARNEST Partners
442
EARNEST Partners
Georgia
$6K – – –
Rockefeller Capital Management
443
Rockefeller Capital Management
New York
$5K -$12.9K -78 -70%
IFAM
444
Institutional & Family Asset Management
Colorado
$5K – – –
TWA
445
TCI Wealth Advisors
Arizona
$5K +$1.33K +8 +38%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.98K -24 -49%
BL
447
Balentine LLC
Georgia
$4K – – –
BWM
448
BerganKDV Wealth Management
Minnesota
$3K – – –
PMFA
449
Plante Moran Financial Advisors
Michigan
$3K – – –
SFSIG
450
San Francisco Sentry Investment Group
California
$3K – – –