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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
301
First Manhattan
New York
$28K
LC
302
Lindbrook Capital
California
$28K +$1.95K +8 +9%
GWM
303
Geneos Wealth Management
Colorado
$28K +$16.8K +69 +54%
LWM
304
Liberty Wealth Management
California
$26K -$25K -103 -51%
CFA
305
Carroll Financial Associates
North Carolina
$26K
FHA
306
First Horizon Advisors
Tennessee
$24K -$4.86K -20 -18%
SFS
307
Sowell Financial Services
Arkansas
$24K +$20.7K +85 New
JIR
308
James Investment Research
Ohio
$22K -$12.6K -52 -40%
M
309
Mirova
France
$22K +$19K +78 New
PMFA
310
Plante Moran Financial Advisors
Michigan
$20K -$129K -529 -88%
NFG
311
Next Financial Group
Texas
$19K
GFPC
312
Global Financial Private Client
Florida
$16.7K
ICP
313
Interchange Capital Partners
Pennsylvania
$15K +$12.9K +53 New
IAIM
314
International Assets Investment Management
Florida
$15K +$13.1K +54 New
TFM
315
TFC Financial Management
Massachusetts
$14K
GWS
316
Glassman Wealth Services
Virginia
$14K +$5.35K +22 +85%
SIC
317
Salem Investment Counselors
North Carolina
$14K +$12.2K +50 New
WTC
318
WhitTier Trust Company
Nevada
$14K +$12.2K +50 New
BCA
319
Berman Capital Advisors
Georgia
$10K
PCG
320
Private Capital Group
Connecticut
$9K -$1.7K -7 -19%
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
VCG
322
Vantage Consulting Group
Virginia
$9K +$8.03K +33 New
ATC
323
Adirondack Trust Company
New York
$8K
AWM
324
Accel Wealth Management
Iowa
$8K +$6.57K +27 New
FCH
325
Freestone Capital Holdings
Washington
$7.66K