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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$61K
TIM
402
Tortoise Investment Management
New York
$61K
PFWA
403
Paces Ferry Wealth Advisors
Georgia
$59K +$56.2K +1,625 New
PFS
404
Prospera Financial Services
Texas
$56K -$219K -6,325 -80%
HL
405
Harding Loevner
New Jersey
$53K
BAM
406
Bellevue Asset Management
Washington
$46K
RIM
407
Rampart Investment Management
Connecticut
$43K -$381K -11,009 -90%
RAM
408
Riggs Asset Management
Pennsylvania
$43K +$41.2K +1,191 New
NR
409
Newfound Research
Massachusetts
$35K +$33.1K +957 New
ASN
410
Advisory Services Network
Georgia
$35K +$34K +983 New
BBA
411
Braun-Bostich & Associates
Pennsylvania
$34K +$32.6K +942 New
QCG
412
Quadrant Capital Group
Ohio
$33K +$3.35K +97 +12%
T
413
TOBAM
France
$32K +$30.2K +873 New
RFA
414
Reilly Financial Advisors
California
$30K
SFS
415
Sowell Financial Services
Arkansas
$25K -$227K -6,558 -90%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$25K
AF
417
Allworth Financial
California
$24K
CFA
418
Carroll Financial Associates
North Carolina
$19K
CCM
419
Copeland Capital Management
Pennsylvania
$17K -$11.7K -337 -42%
CI
420
CX Institutional
Indiana
$17K +$2.9K +84 +21%
GWM
421
Geneos Wealth Management
Colorado
$16K
AIM
422
AIA Investment Management
Singapore
$14K
CAW
423
Cornerstone Advisors (Washington)
Washington
$14K
HFA
424
HC Financial Advisors
California
$12K
VAIA
425
Virtus Alternative Investment Advisers
Connecticut
$11K -$5.5K -159 -34%