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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$51K
RS
252
Robeco Schweiz
Switzerland
$49K +$49.4K +1,400 New
GBT
253
Grove Bank & Trust
Florida
$40K +$39.5K +1,120 New
BBHC
254
Brown Brothers Harriman & Co
New York
$36K
FPFS
255
First Personal Financial Services
North Carolina
$35K
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$16.8K +475 +100%
CG
257
Cutler Group
California
$34K +$33.7K +954 New
HNB
258
Huntington National Bank
Ohio
$31K +$30.1K +854 New
MFS
259
MSI Financial Services
Massachusetts
$22K +$12.9K +367 +154%
CFA
260
Carroll Financial Associates
North Carolina
$21K
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$20K -$7.02K -199 -26%
Fuller & Thaler Asset Management
262
Fuller & Thaler Asset Management
California
$20K
TRCT
263
Tower Research Capital (TRC)
New York
$19K -$85.8K -2,433 -82%
DSI
264
Daiwa SB Investments
Japan
$15K +$14.8K +420 New
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$14K
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$11K
AIL
267
AGF Investments LLC
Ontario, Canada
$10K +$9.17K +260 New
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$9K -$3.53K -100 -29%
CAW
269
Cornerstone Advisors (Washington)
Washington
$7K
NFG
270
Next Financial Group
Texas
$7K +$3.56K +101 +101%
VCM
271
Versant Capital Management
Arizona
$5K -$5.64K -160 -53%
GAM
272
Gemmer Asset Management
California
$5K
KT
273
Kanaly Trust
Texas
$4K -$988 -28 -18%
TSW
274
Thompson Siegel & Walmsley
Virginia
$4K +$3.67K +104 New
IA
275
IFP Advisors
Florida
$3K -$5.71K -162 -67%