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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
701
TCI Wealth Advisors
Arizona
$49K +$816 +15 +2%
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$46K +$8.16K +150 +20%
GWM
703
Geneos Wealth Management
Colorado
$43K
WOC
704
West Oak Capital
California
$42K
ZB
705
Zions Bancorporation
Utah
$40K -$544 -10 -1%
KC
706
Knuff & Co
California
$38K
HNB
707
Huntington National Bank
Ohio
$37K +$1.09K +20 +3%
WAM
708
Wolverine Asset Management
Illinois
$37K +$40K +735 New
FHA
709
First Horizon Advisors
Tennessee
$33K -$14.4K -265 -29%
SSB
710
Sandy Spring Bank
Maryland
$33K
NSIM
711
North Star Investment Management
Illinois
$32K +$34K +625 New
AF
712
Advisornet Financial
Minnesota
$31K +$33.2K +610 New
O
713
Ossiam
France
$30K -$123K -2,270 -80%
NCM
714
Next Capital Management
New York
$30K -$29.6K -545 -48%
SFSIG
715
San Francisco Sentry Investment Group
California
$26K -$816 -15 -3%
FGAM
716
Financial Gravity Asset Management
Texas
$25K
TF
717
TimeScale Financial
Massachusetts
$25K +$10.6K +195 +64%
DAM
718
Delta Asset Management
Tennessee
$25K +$27.2K +500 New
SAM
719
Shamrock Asset Management
Texas
$25K +$27.2K +500 New
EARNEST Partners
720
EARNEST Partners
Georgia
$23K
GWS
721
Glassman Wealth Services
Virginia
$22K -$816 -15 -3%
BBHC
722
Brown Brothers Harriman & Co
New York
$21K +$13.1K +240 +133%
WEC
723
Winslow Evans & Crocker
Massachusetts
$20K -$136K -2,500 -87%
AWM
724
Avondale Wealth Management
Texas
$20K -$8.16K -150 -27%
FPS
725
Fieldpoint Private Securities
Connecticut
$20K +$7.61K +140 +56%