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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
551
James Investment Research
Ohio
$21K -$19.8K -95 -50%
JCM
552
Jacobi Capital Management
Pennsylvania
$21K – – –
GI
553
Gradient Investments
Minnesota
$21K +$20.8K +100 New
BFC
554
Bedel Financial Consulting
Indiana
$19K +$834 +4 +5%
HIA
555
Harbor Investment Advisory
Maryland
$17K -$12.5K -60 -43%
BWM
556
BerganKDV Wealth Management
Minnesota
$17K – – –
ZB
557
Zions Bancorporation
Utah
$16K +$2.29K +11 +17%
LWM
558
Liberty Wealth Management
California
$16K +$3.96K +19 +35%
WT
559
Whittier Trust
California
$16K +$4.17K +20 +36%
RWM
560
Raffa Wealth Management
District of Columbia
$15.8K -$9.17K -44 -37%
PFPT
561
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K – – –
WT
562
Washington Trust
Rhode Island
$15K – – –
BWM
563
BNC Wealth Management
Oregon
$15K +$14.8K +71 New
Credit Agricole
564
Credit Agricole
France
$13K -$3.13K -15 -20%
EARNEST Partners
565
EARNEST Partners
Georgia
$12K – – –
SBL
566
Sargent Bickham Lagudis
Colorado
$12K +$11.9K +57 New
VAIA
567
Virtus Alternative Investment Advisers
Connecticut
$11K -$8.13K -39 -43%
EW
568
Evoke Wealth
California
$11K – – –
PCIA
569
Prime Capital Investment Advisors
Kansas
$10K – – –
GWS
570
Glassman Wealth Services
Virginia
$10K +$1.04K +5 +12%
JAM
571
JCIC Asset Management
Ontario, Canada
$9K – – –
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
SIS
573
Sound Income Strategies
Florida
$9K – – –
CI
574
CX Institutional
Indiana
$9K +$8.34K +40 New
WAS
575
Winch Advisory Services
Wisconsin
$8K -$7.92K -38 -51%