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Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Allworth Financial
California
$7K – – –
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
TFGT
628
TS Financial Group (TSFG)
Illinois
$6K – – –
BBHC
629
Brown Brothers Harriman & Co
New York
$5K -$18.2K -400 -80%
RIA
630
Realta Investment Advisors
Delaware
$5K – – –
ST
631
Smithfield Trust
Pennsylvania
$5K – – –
GWS
632
Glassman Wealth Services
Virginia
$5K +$591 +13 +13%
IA
633
IndexIQ Advisors
New York
$5K +$4.55K +100 New
CCM
634
Covington Capital Management
California
$5K +$4.77K +105 New
GEA
635
Glen Eagle Advisors
New Jersey
$4.93K – – –
BFEC
636
Benjamin F. Edwards & Company
Missouri
$4K -$77.3K -1,700 -95%
CIM
637
Contravisory Investment Management
Massachusetts
$4K – – –
HWA
638
Heritage Wealth Advisors
Virginia
$3.31K +$3.14K +69 New
EWA
639
Evolution Wealth Advisors
Florida
$3K -$2.05K -45 -42%
IFAM
640
Institutional & Family Asset Management
Colorado
$3K – – –
VFA
641
Valeo Financial Advisors
Indiana
$3K – – –
AWA
642
Arkadios Wealth Advisors
Georgia
$2.65K +$2.59K +57 New
BFC
643
Bedel Financial Consulting
Indiana
$2K – – –
NFG
644
Next Financial Group
Texas
$2K – – –
Rockefeller Capital Management
645
Rockefeller Capital Management
New York
$2K – – –
BL
646
Balentine LLC
Georgia
$2K +$818 +18 +62%
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$2K +$1.91K +42 New
WCM
648
Wealthcare Capital Management
Virginia
$2K +$2.05K +45 New
OSAM
649
O'Shaughnessy Asset Management
Connecticut
$2K +$2.32K +51 New
SMFS
650
Squar Milner Financial Services
California
$2K +$2.32K +51 New