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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$107K -$57K -1,000 -34%
PA
577
Perennial Advisors
New York
$105K -$1.03K -18 -0.9%
AOWM
578
Alpha Omega Wealth Management
Virginia
$105K – – –
TWA
579
TCI Wealth Advisors
Arizona
$104K +$342 +6 +0.3%
TSW
580
Thompson Siegel & Walmsley
Virginia
$103K – – –
Capstone Investment Advisors
581
Capstone Investment Advisors
New York
$99K -$108K -1,890 -51%
PCFFS
582
Pacific Center for Financial Services
California
$99K -$96K -1,684 -48%
VCM
583
Versant Capital Management
Arizona
$99K – – –
FQ
584
First Quadrant
California
$97K – – –
ME
585
McIlrath & Eck
Washington
$95K +$342 +6 +0.3%
TF
586
Tompkins Financial
New York
$94K – – –
BCA
587
Berman Capital Advisors
Georgia
$94K +$101K +1,768 New
PMFA
588
Plante Moran Financial Advisors
Michigan
$93K +$98.1K +1,720 New
ONST
589
Old North State Trust
North Carolina
$89K – – –
POIA
590
Pin Oak Investment Advisors
Texas
$89K – – –
JA
591
JOYN Advisors
Georgia
$89K +$24.5K +430 +35%
CPA
592
Cowen Prime Advisors
New York
$87K – – –
MNBTD
593
Moody National Bank Trust Division
Texas
$86K +$23.5K +412 +35%
SMFS
594
Squar Milner Financial Services
California
$85K – – –
GLI
595
Guardian Life Insurance
New York
$84K +$456 +8 +0.5%
KA
596
Kaizen Advisory
Illinois
$83K +$16.9K +296 +24%
SLF
597
Sun Life Financial
Ontario, Canada
$82K +$684 +12 +0.8%
AIM
598
Advantage Investment Management
Iowa
$78K – – –
QAM
599
QCI Asset Management
New York
$78K – – –
ECM
600
EII Capital Management
New York
$76K – – –