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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Next Financial Group
Texas
$26K +$20.7K +128 +237%
WWM
227
Willingdon Wealth Management
North Carolina
$26K +$29.2K +181 New
Glenmede Trust
228
Glenmede Trust
Pennsylvania
$24K – – –
OIA
229
Optimum Investment Advisors
Illinois
$22K -$113K -700 -82%
Covington Capital Management
230
Covington Capital Management
California
$22K – – –
LWA
231
Lenox Wealth Advisors
New York
$22K – – –
Geneos Wealth Management
232
Geneos Wealth Management
Colorado
$22K +$22.6K +140 +2,000%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$22K +$23.9K +148 New
FFC
234
First Financial Corp
Indiana
$21K – – –
HIA
235
Harbor Investment Advisory
Maryland
$20K +$22.8K +141 New
BDWM
236
Brewin Dolphin Wealth Management
Ireland
$17.2K +$19.4K +120 New
Brown Brothers Harriman & Co
237
Brown Brothers Harriman & Co
New York
$17K +$1.29K +8 +7%
Ameritas Investment Partners
238
Ameritas Investment Partners
Nebraska
$16K – – –
WCG
239
Weaver Consulting Group
California
$15K +$16.3K +101 New
DAM
240
Delta Asset Management
Tennessee
$14K – – –
First Manhattan
241
First Manhattan
New York
$14K +$8.07K +50 +100%
RFA
242
Reilly Financial Advisors
California
$13K – – –
DWM
243
Darwin Wealth Management
Florida
$13K +$15.2K +94 New
TL
244
TrueWealth LLC
Georgia
$12K – – –
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$11K -$61.3K -380 -83%
Global Retirement Partners
246
Global Retirement Partners
California
$10K – – –
AIC
247
Ameritas Investment Company
Nebraska
$10K +$11.3K +70 New
CC
248
Cognios Capital
Kansas
$10K +$11.6K +72 New
SIS
249
Sound Income Strategies
Florida
$9K +$9.68K +60 New
CAN
250
Claraphi Advisory Network
United States
$9K +$9.84K +61 New