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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
201
Glen Harbor Capital Management
California
$44K -$4.42K -32 -10%
TSW
202
Thompson Siegel & Walmsley
Virginia
$43K
S
203
SignatureFD
Georgia
$40K
CFGS
204
Concourse Financial Group Securities
Alabama
$37K -$5.38K -39 -13%
VCM
205
Versant Capital Management
Arizona
$28K -$966 -7 -3%
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$28K
PA
207
Parallel Advisors
California
$21K -$1.24K -9 -6%
CYG
208
Clean Yield Group
Vermont
$19K +$18.1K +131 New
AS
209
Altshuler Shaham
Israel
$16K +$15.6K +113 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$15K -$13K -94 -47%
PCP
211
Proficio Capital Partners
Massachusetts
$15K
SWP
212
Strategic Wealth Partners
Ohio
$14K
AF
213
Advisornet Financial
Minnesota
$13K +$12.6K +91 New
FHA
214
First Horizon Advisors
Tennessee
$12K
FPS
215
Fieldpoint Private Securities
Connecticut
$12K +$11.3K +82 New
ADL
216
Asset Dedication LLC
California
$11K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$11K
CIA
218
CSat Investment Advisory
Michigan
$11K +$10.8K +78 New
CFB
219
Cullen/Frost Bankers
Texas
$11K +$10.8K +78 New
CHC
220
City Holding Co
West Virginia
$9K
LWCFA
221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
GEA
222
Glen Eagle Advisors
New Jersey
$6.94K +$6.63K +48 New
QCG
223
Quadrant Capital Group
Ohio
$5K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$4K
NFG
225
Next Financial Group
Texas
$4K