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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$12.5K – – –
KFI
402
Key Financial Inc
Pennsylvania
$12K – – –
WTA
403
Washington Trust Advisors
Massachusetts
$12K – – –
MG
404
Mather Group
Illinois
$11.6K – – –
PS
405
Principal Securities
Iowa
$11.2K +$4.95K +92 +84%
PMFA
406
Plante Moran Financial Advisors
Michigan
$11.1K – – –
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K +$10.8K +200 New
OIA
408
Optimum Investment Advisors
Illinois
$11.1K +$10.8K +200 New
AF
409
Allworth Financial
California
$10.4K -$3.77K -70 -27%
HI
410
Harbour Investments
Wisconsin
$10.3K -$1.67K -31 -14%
MCM
411
MV Capital Management
Maryland
$9.74K – – –
LFA
412
LGT Financial Advisors
Texas
$9.07K – – –
RI
413
Ridgewood Investments
New Jersey
$8.91K -$2.15K -40 -20%
AA
414
Addison Advisors
Vermont
$8.35K – – –
WWM
415
Wolff Wiese Magana
California
$7.85K +$7.59K +141 New
GWM
416
Geneos Wealth Management
Colorado
$5.96K +$5.76K +107 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$5.62K +$161 +3 +3%
ACA
418
American Capital Advisory
Idaho
$5.57K – – –
GIA
419
GHP Investment Advisors
Colorado
$5.57K – – –
MCA
420
Maryland Capital Advisors
Maryland
$5.57K – – –
WTC
421
WhitTier Trust Company
Nevada
$5.57K – – –
CA
422
Continuum Advisory
Idaho
$5.48K +$1.61K +30 +42%
AWM
423
Avior Wealth Management
Nebraska
$5.01K -$3.34K -62 -41%
BAM
424
Bellevue Asset Management
Washington
$4.51K – – –
Mitsubishi UFJ Asset Management
425
Mitsubishi UFJ Asset Management
Japan
$4.29K – – –