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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
376
Accurate Investment Solutions
Pennsylvania
$150K +$140K +2,985 New
Bessemer Group
377
Bessemer Group
New Jersey
$136K -$31.2K -667 -20%
FP
378
Financial Perspectives
Minnesota
$134K +$125K +2,670 New
AF
379
Advisornet Financial
Minnesota
$126K +$71K +1,516 +154%
FANJ
380
Financial Architects (New Jersey)
New Jersey
$123K -$15K -321 -12%
IA
381
IFP Advisors
Florida
$121K -$12.5K -266 -10%
SF
382
Synovus Financial
Georgia
$119K -$4.68K -100 -4%
VCM
383
Vigilant Capital Management
Maine
$119K
GRP
384
Global Retirement Partners
California
$119K +$468 +10 +0.4%
BIMC
385
Benson Investment Management Company
Virginia
$117K
FPFS
386
First Personal Financial Services
North Carolina
$116K -$2.9K -62 -3%
Mitsubishi UFJ Asset Management
387
Mitsubishi UFJ Asset Management
Japan
$114K -$16.4K -351 -14%
WHG
388
Westwood Holdings Group
Texas
$113K
RIA
389
Realta Investment Advisors
Delaware
$109K -$43.1K -920 -28%
AA
390
Argent Advisors
Louisiana
$109K +$101K +2,160 New
SIAS
391
Shine Investment Advisory Services
Colorado
$107K -$2.39K -51 -2%
OPS
392
Orion Portfolio Solutions
Nebraska
$107K +$99.6K +2,126 New
PK
393
Pflug Koory
Nebraska
$102K
ZB
394
Zions Bancorporation
Utah
$95K -$6.7K -143 -7%
BBHC
395
Brown Brothers Harriman & Co
New York
$94K +$48.2K +1,028 +123%
BCWM
396
Bartlett & Co Wealth Management
Ohio
$91K
CFA
397
Carroll Financial Associates
North Carolina
$89K -$562 -12 -0.7%
WT
398
Whittier Trust
California
$86K -$35.1K -750 -30%
SFSIG
399
San Francisco Sentry Investment Group
California
$86K
GFPC
400
Global Financial Private Capital
Florida
$85K +$3.37K +72 +4%