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Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
Pingora Partners
Wyoming
$210K – – –
VCM
902
Virtue Capital Management
Tennessee
$209K +$209K +699 New
WTC
903
WhitTier Trust Company
Nevada
$209K – – –
SWA
904
Stratos Wealth Advisors
Ohio
$207K -$12.6K -42 -6%
PFC
905
Phocas Financial Corp
California
$207K -$5.98K -20 -3%
FPAS
906
Focus Partners Advisor Solutions
Missouri
$206K -$281K -939 -58%
TIAA Trust, National Association
907
TIAA Trust, National Association
North Carolina
$206K -$12.6K -42 -6%
SEIA
908
Signature Estate & Investment Advisors
California
$203K +$202K +677 New
LAM
909
L2 Asset Management
Massachusetts
$201K +$201K +672 New
FFN
910
Focus Financial Network
Minnesota
$200K +$200K +669 New
BAM
911
Byrne Asset Management
New Jersey
$197K – – –
MGP
912
M&G plc
United Kingdom
$196K +$196K +656 New
GWM
913
Geneos Wealth Management
Colorado
$195K -$6.28K -21 -3%
DI
914
DAGCO Inc
Ohio
$195K -$46.7K -156 -19%
CFFP
915
Center for Financial Planning
Michigan
$190K -$29.9K -100 -14%
CA
916
Continuum Advisory
Idaho
$190K +$25.1K +84 +15%
AF
917
Advisornet Financial
Minnesota
$185K +$2.39K +8 +1%
CF
918
Centaurus Financial
California
$180K -$598 -2 -0.3%
TFIPS
919
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K – – –
CFD
920
Creative Financial Designs
Indiana
$175K +$2.99K +10 +2%
CA
921
CoreCap Advisors
Michigan
$165K +$6.28K +21 +4%
PMFA
922
Plante Moran Financial Advisors
Michigan
$162K – – –
GBT
923
Grove Bank & Trust
Florida
$159K – – –
CCA
924
Catalyst Capital Advisors
New York
$158K +$49K +164 +45%
BTI
925
Blue Trust Inc
Georgia
$152K +$74.5K +249 +96%