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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
401
Winslow Evans & Crocker
Massachusetts
$18K
GT
402
Glenmede Trust
Pennsylvania
$18K +$125K +799 +0.7%
PA
403
Parallel Advisors
California
$16K
BFC
404
Bedel Financial Consulting
Indiana
$15K
VFA
405
Valeo Financial Advisors
Indiana
$14K
CFB
406
Cullen/Frost Bankers
Texas
$14K +$14.1K +90 New
SLF
407
Sun Life Financial
Ontario, Canada
$12K -$12.5K -80 -53%
S
408
SignatureFD
Georgia
$12K -$10.2K -65 -47%
OAJ
409
Ogorek Anthony Joseph
New York
$12K
FAM
410
Fred Alger Management
New York
$11K -$43.2K -276 -80%
AF
411
Advisornet Financial
Minnesota
$11K -$3.6K -23 -25%
ZB
412
Zions Bancorporation
Utah
$11K -$2.03K -13 -16%
FHA
413
Flagship Harbor Advisors
Massachusetts
$11K
LC
414
Lindbrook Capital
California
$11K
KPCM
415
Kings Point Capital Management
New York
$11K +$10.6K +68 New
CI
416
CX Institutional
Indiana
$10K +$3.28K +21 +51%
HNB
417
Huntington National Bank
Ohio
$9K
OIA
418
OneDigital Investment Advisors
Kansas
$9K
HIIFS
419
Harel Insurance Investments & Financial Services
Israel
$9K +$9.07K +58 New
VCM
420
Versant Capital Management
Arizona
$8K -$938 -6 -11%
EARNEST Partners
421
EARNEST Partners
Georgia
$8K
TCOV
422
Trust Company of Vermont
Vermont
$7K +$6.57K +42 New
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$6K -$38.3K -245 -88%
CHC
424
City Holding Co
West Virginia
$6K
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$6K