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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$45K
PCP
302
Proficio Capital Partners
Massachusetts
$43K
RE
303
RBC Europe
United Kingdom
$26.3K
BAM
304
Bruderman Asset Management
New York
$23K
BFEC
305
Benjamin F. Edwards & Company
Missouri
$22K
GWM
306
Geneos Wealth Management
Colorado
$21K
HL
307
Harding Loevner
New Jersey
$21K
MWM
308
MinichMacGregor Wealth Management
New York
$21K +$1.84K +81 +10%
AF
309
Advisornet Financial
Minnesota
$20K
RFA
310
Reilly Financial Advisors
California
$19K
QCG
311
Quadrant Capital Group
Ohio
$16K
CFA
312
Carroll Financial Associates
North Carolina
$12K
CBOA
313
Commonwealth Bank of Australia
Australia
$10K +$5.11K +225 +100%
RFC
314
Regions Financial Corp
Alabama
$9K
TF
315
Tompkins Financial
New York
$8K
BWM
316
BerganKDV Wealth Management
Minnesota
$8K +$7.51K +331 New
IUHSA
317
Itau Unibanco Holding S.A.
Brazil
$6K +$5.77K +254 New
GAM
318
Gemmer Asset Management
California
$5K
MRCM
319
M&R Capital Management
New Jersey
$5K +$2.54K +112 +99%
CG
320
Cutler Group
California
$5K +$5.45K +240 +1,714%
EARNEST Partners
321
EARNEST Partners
Georgia
$4K
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.68K +74 +94%
LF
323
Lee Financial
Texas
$3K
CF
324
Centaurus Financial
California
$3K +$2.86K +126 New
VFA
325
Valeo Financial Advisors
Indiana
$2K