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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
MinichMacGregor Wealth Management
New York
$34K – – –
IFAM
602
Institutional & Family Asset Management
Colorado
$33K +$32.7K +202 New
FPFS
603
First Personal Financial Services
North Carolina
$32K – – –
GAM
604
Gemmer Asset Management
California
$32K – – –
MRCM
605
M&R Capital Management
New Jersey
$32K – – –
CBOA
606
Commonwealth Bank of Australia
Australia
$31K – – –
SCM
607
Silvant Capital Management
Georgia
$31K +$30.9K +191 New
QCG
608
Quadrant Capital Group
Ohio
$29K +$648 +4 +2%
PFBT
609
Parkside Financial Bank & Trust
Missouri
$28K – – –
ANBT
610
American National Bank & Trust
Texas
$27K – – –
CPIG
611
Chicago Partners Investment Group
Illinois
$26K – – –
KA
612
Kaizen Advisory
Illinois
$26K – – –
CAPTRUST Financial Advisors
613
CAPTRUST Financial Advisors
North Carolina
$25K +$8.58K +53 +50%
AC
614
Avestar Capital
New York
$21K -$809 -5 -3%
VIA
615
Vantage Investment Advisors
Pennsylvania
$21K +$21.5K +133 New
FC
616
Ferris Capital
Massachusetts
$20K +$19.6K +121 New
CFA
617
Carroll Financial Associates
North Carolina
$18K +$2.75K +17 +18%
AIL
618
AGF Investments LLC
Ontario, Canada
$16K -$7.29K -45 -32%
GWM
619
Geneos Wealth Management
Colorado
$16K – – –
IWM
620
IHT Wealth Management
Illinois
$16K – – –
PMFA
621
Plante Moran Financial Advisors
Michigan
$16K +$1.29K +8 +9%
BBHC
622
Brown Brothers Harriman & Co
New York
$15K – – –
EARNEST Partners
623
EARNEST Partners
Georgia
$13K – – –
GFP
624
Gryphon Financial Partners
Ohio
$12K – – –
PGWM
625
Parisi Gray Wealth Management
New Jersey
$12K – – –