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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$29K – – –
HFM
202
Harvest Fund Management
China
$24K +$20.1K +1,716 New
AW
203
Avion Wealth
Texas
$23K – – –
ZB
204
Zions Bancorporation
Utah
$23K – – –
PA
205
Parallel Advisors
California
$22K -$47 -4 -0.3%
EARNEST Partners
206
EARNEST Partners
Georgia
$15K – – –
KFI
207
Key Financial Inc
Pennsylvania
$15K +$12K +1,026 New
CDIA
208
Capital Directions Investment Advisors
Georgia
$14K – – –
M1FG
209
Mach-1 Financial Group
Arkansas
$14K +$11.7K +1,000 New
WT
210
Whittier Trust
California
$12K -$18K -1,534 -65%
BCA
211
Berman Capital Advisors
Georgia
$11K -$47 -4 -0.5%
BCV
212
Banque Cantonale Vaudoise
Switzerland
$11K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
PG
214
Proffitt & Goodson
Tennessee
$11K – – –
WAM
215
Wolverine Asset Management
Illinois
$11K – – –
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CWC
217
Carolinas Wealth Consulting
North Carolina
$9K – – –
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$8K – – –
GRP
219
Global Retirement Partners
California
$8K – – –
SFS
220
Sowell Financial Services
Arkansas
$8K – – –
GLLW
221
Graves Light Lenhart Wealth
Virginia
$7K +$5.62K +480 New
JWM
222
Janiczek Wealth Management
Colorado
$6K – – –
SIM
223
Sonora Investment Management
Arizona
$6K – – –
WEC
224
Winslow Evans & Crocker
Massachusetts
$6K – – –
BBHC
225
Brown Brothers Harriman & Co
New York
$5K +$2.11K +180 +103%