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Name Holding Trade Value Shares
Change
Change in
Stake
TC
376
Telemus Capital
Michigan
$22K +$21.4K +176 New
MOS
377
MGO One Seven
Ohio
$22K +$22K +181 New
OWA
378
One Wealth Advisors
California
$21K +$20.4K +168 New
GWM
379
Geneos Wealth Management
Colorado
$20K – – –
LNB
380
Ledyard National Bank
$19K – – –
QCG
381
Quadrant Capital Group
Ohio
$19K – – –
WB
382
Webster Bank
Connecticut
$19K – – –
LF
383
Lee Financial
Texas
$17K – – –
GT
384
Greenleaf Trust
Michigan
$15K – – –
SIAS
385
Shine Investment Advisory Services
Colorado
$15K – – –
CBOA
386
Commonwealth Bank of Australia
Australia
$15K +$3.16K +26 +26%
FPFS
387
First Personal Financial Services
North Carolina
$15K +$14.8K +122 New
WEC
388
Winslow Evans & Crocker
Massachusetts
$13.7K – – –
GEA
389
Glen Eagle Advisors
New Jersey
$12.3K – – –
PA
390
Parallel Advisors
California
$12K – – –
FANJ
391
Financial Architects (New Jersey)
New Jersey
$11K -$4.13K -34 -27%
BL
392
Balentine LLC
Georgia
$11K – – –
OIA
393
OneDigital Investment Advisors
Kansas
$11K – – –
KA
394
Kaizen Advisory
Illinois
$11K +$10.8K +89 New
SSB
395
Sandy Spring Bank
Maryland
$11K +$11.2K +92 New
PMFA
396
Plante Moran Financial Advisors
Michigan
$10K +$10.3K +85 New
OAJ
397
Ogorek Anthony Joseph
New York
$9K +$9.35K +77 New
HNB
398
Huntington National Bank
Ohio
$8K -$2.43K -20 -22%
VCM
399
Versant Capital Management
Arizona
$8K -$243 -2 -3%
AssetMark Inc
400
AssetMark Inc
California
$7K -$5.34K -44 -44%