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Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
201
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K
IA
202
IFP Advisors
Florida
$29K -$1.74K -100 -5%
S
203
SignatureFD
Georgia
$26K
VCM
204
Versant Capital Management
Arizona
$26K
GWM
205
Geneos Wealth Management
Colorado
$22K +$1.15K +66 +5%
GRP
206
Global Retirement Partners
California
$21K +$11.6K +667 +667%
SIC
207
Salem Investment Counselors
North Carolina
$20K
GAM
208
Gemmer Asset Management
California
$19K
BBHC
209
Brown Brothers Harriman & Co
New York
$16K
FPFS
210
First Personal Financial Services
North Carolina
$16K
PMFA
211
Plante Moran Financial Advisors
Michigan
$16K
HI
212
Harbour Investments
Wisconsin
$15K -$4.39K -253 -22%
FPS
213
Fieldpoint Private Securities
Connecticut
$14K
TWA
214
TCI Wealth Advisors
Arizona
$14K
TF
215
Tompkins Financial
New York
$13K +$13.9K +800 New
AWM
216
Accel Wealth Management
Iowa
$12K
COCM
217
Charter Oak Capital Management
New Hampshire
$11K
SWM
218
Sugarloaf Wealth Management
Georgia
$11K +$87 +5 +0.7%
TCM
219
Tradewinds Capital Management
Washington
$10K
Mitsubishi UFJ Trust & Banking
220
Mitsubishi UFJ Trust & Banking
Japan
$9K
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$8K
FWM
222
Focused Wealth Management
New York
$8K +$69 +4 +0.8%
HA
223
Herold Advisors
New York
$8K +$8.68K +500 New
BFC
224
Bedel Financial Consulting
Indiana
$7K
LC
225
Lindbrook Capital
California
$7K