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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$130K -$100K -18,050 -43%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$128K -$38.1K -6,885 -23%
GT
253
Glenmede Trust
Pennsylvania
$128K -$6.21K -1,121 -5%
AAS
254
Avantax Advisory Services
Texas
$126K -$20.4K -3,677 -13%
ICG
255
InterOcean Capital Group
Tennessee
$122K -$1.72K -310 -1%
NAS
256
Nicolet Advisory Services
Wisconsin
$121K
BG
257
Bahl & Gaynor
Ohio
$120K
RJT
258
Raymond James Trust
Florida
$119K -$11.5K -2,078 -9%
AAS
259
Ameritas Advisory Services
Nebraska
$118K -$19.5K -3,515 -14%
AWA
260
Arkadios Wealth Advisors
Georgia
$117K +$21.4K +3,868 +22%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$114K -$34.3K -6,198 -23%
JIC
262
Johnson Investment Counsel
Ohio
$114K +$36K +6,495 +45%
HAI
263
Hennessy Advisors Inc
California
$111K -$7.87K -1,421 -7%
BWM
264
BCS Wealth Management
Tennessee
$109K +$55.4K +10,000 +100%
PTP
265
Platform Technology Partners
New York
$108K -$34.3K -6,201 -24%
VT
266
Vise Technologies
New York
$108K +$109K +19,727 New
BMCM
267
Burns Matteson Capital Management
New York
$105K -$59.6K -10,761 -36%
CPA
268
Court Place Advisors
Maryland
$104K
WA
269
Wealthstar Advisors
Texas
$104K
FCI
270
Financial Counselors Inc
Kansas
$103K -$471 -85 -0.4%
LNC
271
Lincoln National Corp
Pennsylvania
$103K +$1.9K +343 +2%
CG
272
Caprock Group
Idaho
$101K -$46.3K -8,352 -31%
SC
273
Scotia Capital
Ontario, Canada
$100K -$3.17K -572 -3%
GLA
274
Good Life Advisors
Pennsylvania
$100K +$16.6K +3,000 +19%
HPM
275
Hudson Portfolio Management
New York
$97K