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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
476
Brown Brothers Harriman & Co
New York
$148K +$2.96K +65 +2%
SWA
477
Sutton Wealth Advisors
Florida
$143K – – –
EWM
478
Endurance Wealth Management
Rhode Island
$140K – – –
FA
479
Fortis Advisors
Pennsylvania
$140K – – –
VFA
480
Valeo Financial Advisors
Indiana
$135K – – –
Bessemer Group
481
Bessemer Group
New Jersey
$131K -$5.34K -117 -4%
PA
482
Parallel Advisors
California
$123K -$10.8K -237 -8%
VCM
483
Vigilant Capital Management
Maine
$119K – – –
S
484
SignatureFD
Georgia
$112K +$5.02K +110 +5%
CAW
485
Cornerstone Advisors (Washington)
Washington
$106K +$14K +306 +16%
JCM
486
Jacobi Capital Management
Pennsylvania
$102K -$8.35K -183 -8%
PMFA
487
Plante Moran Financial Advisors
Michigan
$102K – – –
BFEC
488
Benjamin F. Edwards & Company
Missouri
$86K -$4.61K -101 -5%
GWM
489
Geneos Wealth Management
Colorado
$84K -$867 -19 -1%
PO
490
Private Ocean
California
$83K – – –
SF
491
Synovus Financial
Georgia
$81K – – –
QCG
492
Quadrant Capital Group
Ohio
$81K +$24.2K +531 +39%
MCM
493
Manchester Capital Management
Vermont
$79K – – –
GAM
494
Gemmer Asset Management
California
$78K – – –
HNB
495
Huntington National Bank
Ohio
$76K -$11.4K -249 -13%
NIT
496
NumerixS Investment Technologies
British Columbia, Canada
$73K -$251K -5,513 -78%
CIA
497
CSat Investment Advisory
Michigan
$72K +$5.97K +131 +9%
GLI
498
Guardian Life Insurance
New York
$71K +$547 +12 +0.8%
LWANC
499
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K – – –
RA
500
Rational Advisors
New York
$66K +$17.5K +384 +37%