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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1051
Voya Financial Advisors
Connecticut
$590K -$182K -2,267 -25%
HL
1052
HeadInvest LLC
Maine
$587K
SFM
1053
Signature Financial Management
Virginia
$573K -$4.82K -60 -0.9%
NL
1054
NWAM LLC
Washington
$571K -$19.5K -243 -3%
JCM
1055
Jacobi Capital Management
Pennsylvania
$570K +$11.2K +140 +2%
ZAM
1056
Zevin Asset Management
Massachusetts
$568K
IWM
1057
IHT Wealth Management
Illinois
$564K +$1.61K +20 +0.3%
MWM
1058
Mission Wealth Management
California
$563K +$321 +4 +0.1%
VDFA
1059
Vickerman & Driscoll Financial Advisors
Washington
$556K -$45.9K -571 -8%
AFNAS
1060
American Financial Network Advisory Services
California
$554K +$521K +6,492 +18,549%
NIM
1061
NuWave Investment Management
New Jersey
$552K +$185K +2,306 +55%
MCM
1062
Manchester Capital Management
Vermont
$550K
Verition Fund Management
1063
Verition Fund Management
Connecticut
$547K -$1.84M -22,935 -78%
HA
1064
Hamel Associates
New Jersey
$547K +$117K +1,460 +29%
LCM
1065
Leisure Capital Management
California
$546K +$4.98K +62 +1%
ME
1066
McIlrath & Eck
Washington
$544K
RPC
1067
Rossmore Private Capital
Connecticut
$544K +$76K +946 +17%
CSM
1068
CAMG Solamere Management
North Carolina
$542K -$374K -4,655 -42%
GA
1069
GFS Advisors
Texas
$541K -$980K -12,200 -66%
PCA
1070
Personal Capital Advisors
California
$539K +$27.8K +346 +6%
AFG
1071
Albion Financial Group
Utah
$536K +$19.8K +246 +4%
FRA
1072
Front Row Advisors
California
$534K -$1.36K -17 -0.2%
KF
1073
Krilogy Financial
Missouri
$534K +$402 +5 +0.1%
MOS
1074
MGO One Seven
Ohio
$534K +$506K +6,305 New
HFM
1075
Hartford Financial Management
Connecticut
$533K -$4.9K -61 -1%