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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$8K – – –
VFA
402
Valeo Financial Advisors
Indiana
$8K +$1.75K +14 +28%
CFA
403
Carroll Financial Associates
North Carolina
$8K +$2K +16 +27%
MAM
404
Meeder Asset Management
Ohio
$8K +$8.37K +67 New
ECM
405
Estabrook Capital Management
New York
$6.12K – – –
EARNEST Partners
406
EARNEST Partners
Georgia
$6K – – –
ACS
407
Archford Capital Strategies
Illinois
$6K +$5.75K +46 New
PCA
408
Providence Capital Advisors
North Carolina
$5K – – –
SWM
409
SeaCrest Wealth Management
New York
$5K – – –
SF
410
Synovus Financial
Georgia
$5K +$5K +40 New
CHC
411
City Holding Co
West Virginia
$4K – – –
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
GRP
413
Global Retirement Partners
California
$4K – – –
HWP
414
Hefty Wealth Partners
Indiana
$3K – – –
APP
415
Avantax Planning Partners
Iowa
$3K +$4.37K +35 New
CFD
416
Creative Financial Designs
Indiana
$2K – – –
HR
417
Howe & Rusling
New York
$2K – – –
IWM
418
IHT Wealth Management
Illinois
$2K – – –
TFO
419
Tarbox Family Office
California
$2K – – –
DWM
420
Destination Wealth Management
California
$2K +$1.62K +13 New
SAM
421
Shamrock Asset Management
Texas
$2K +$1.75K +14 New
OIA
422
Optimum Investment Advisors
Illinois
$2K +$1.87K +15 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.37K +19 New
LWA
424
Lenox Wealth Advisors
New York
$2K +$2.37K +19 New
ML
425
McAdam LLC
Pennsylvania
$2K +$2.62K +21 New