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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
526
Tortoise Investment Management
New York
$22K – – –
CAW
527
Cornerstone Advisors (Washington)
Washington
$20K – – –
GWM
528
Geneos Wealth Management
Colorado
$20K +$11.4K +296 +114%
APP
529
Avantax Planning Partners
Iowa
$20K +$21K +545 New
MFT
530
Moisand Fitzgerald Tamayo
Florida
$19K – – –
VAIA
531
Virtus Alternative Investment Advisers
Connecticut
$19K +$20.4K +531 New
AIM
532
Advantage Investment Management
Iowa
$18K – – –
TCM
533
Tradewinds Capital Management
Washington
$18K – – –
TAIM
534
TD Ameritrade Investment Management
Nebraska
$18K +$16.9K +439 +954%
SWP
535
Stratos Wealth Partners
Ohio
$18K +$18.8K +489 New
BCI
536
Brinker Capital Investments
Pennsylvania
$17K – – –
FRA
537
Front Row Advisors
California
$17K – – –
GTAM
538
Global Trust Asset Management
Florida
$17K – – –
CIA
539
CSat Investment Advisory
Michigan
$17K +$3.92K +102 +28%
CHC
540
City Holding Co
West Virginia
$16K – – –
TSW
541
Thompson Siegel & Walmsley
Virginia
$16K – – –
VCM
542
Versant Capital Management
Arizona
$16K – – –
JA
543
JOYN Advisors
Georgia
$16K +$2.81K +73 +21%
GP
544
Girard Partners
Pennsylvania
$16K +$17.3K +450 New
CHP
545
Cable Hill Partners
Oregon
$15K -$3K -78 -16%
CBT
546
Capital Bank & Trust
California
$15K – – –
EWM
547
Endurance Wealth Management
Rhode Island
$15K – – –
PCG
548
Private Capital Group
Connecticut
$15K +$846 +22 +6%
GRP
549
Global Retirement Partners
California
$13K – – –
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –