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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
226
Zions Bancorporation
Utah
$78K +$80.7K +3,188 New
GWM
227
Geneos Wealth Management
Colorado
$65K -$3.79K -150 -5%
SIC
228
Salem Investment Counselors
North Carolina
$61K -$60.7K -2,400 -49%
LCM
229
Liberty Capital Management
Michigan
$53K +$53.4K +2,111 New
OIA
230
OneDigital Investment Advisors
Kansas
$51K
MRCM
231
M&R Capital Management
New Jersey
$48K
MAM
232
Meeder Asset Management
Ohio
$38K -$29.9K -1,181 -43%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$38K -$2.38K -94 -6%
PCM
234
Penserra Capital Management
California
$31K +$32.2K +1,272 New
KBC Group
235
KBC Group
Belgium
$27K -$52.3K -2,066 -65%
PHK
236
Point72 Hong Kong
Hong Kong
$26K -$2.3K -91 -8%
CPIG
237
Chicago Partners Investment Group
Illinois
$25K +$26.1K +1,030 New
BBHC
238
Brown Brothers Harriman & Co
New York
$24K
FPFS
239
First Personal Financial Services
North Carolina
$24K
PCP
240
Proficio Capital Partners
Massachusetts
$20K +$2.13K +84 +11%
Victory Capital Management
241
Victory Capital Management
Texas
$19K
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$17K +$1.95K +77 +13%
IA
243
IFP Advisors
Florida
$16K +$8.65K +342 +115%
DSI
244
Daiwa SB Investments
Japan
$15K -$506 -20 -3%
AIM
245
Arcadia Investment Management
Michigan
$15K
CCM
246
Covington Capital Management
California
$15K
Fuller & Thaler Asset Management
247
Fuller & Thaler Asset Management
California
$14K
BCM
248
Blume Capital Management
California
$10K +$10.1K +400 New
AIL
249
AGF Investments LLC
Ontario, Canada
$9K
ASN
250
Advisory Services Network
Georgia
$9K +$2.53K +100 +36%