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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
351
Carroll Financial Associates
North Carolina
$22K – – –
IA
352
IFP Advisors
Florida
$22K – – –
AFS
353
Annapolis Financial Services
Maryland
$20K – – –
WTC
354
WhitTier Trust Company
Nevada
$20K +$13.1K +105 +198%
VRS
355
Virginia Retirement Systems
Virginia
$19.4K +$827K +6,643 +5%
TSW
356
Thompson Siegel & Walmsley
Virginia
$19K – – –
NFG
357
Next Financial Group
Texas
$18K +$1.37K +11 +9%
HWA
358
HHM Wealth Advisors
Tennessee
$17K – – –
EWA
359
EverSource Wealth Advisors
Alabama
$17K +$16.3K +131 New
FAG
360
Fortitude Advisory Group
Washington
$17K +$16.9K +136 New
HIA
361
Harbor Investment Advisory
Maryland
$16K – – –
UB
362
UMB Bank
Missouri
$16K +$15.4K +124 New
RK
363
Rather & Kittrell
Tennessee
$16K +$16.8K +135 New
SCA
364
Stonebridge Capital Advisors
Minnesota
$15K +$15.2K +122 New
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$14K +$8.09K +65 +155%
TSWM
366
Tyler-Stone Wealth Management
Ohio
$14K +$13.7K +110 New
ADL
367
Asset Dedication LLC
California
$13K – – –
AF
368
Arrow Financial
New York
$11K – – –
LWP
369
Laurel Wealth Planning
Minnesota
$11K – – –
CA
370
CoreCap Advisors
Michigan
$11K +$10.8K +87 New
GFPC
371
Global Financial Private Client
Florida
$10.8K +$10.6K +85 New
MGIM
372
M&G Investment Management
United Kingdom
$9.57K -$27.1K -218 -0.3%
LWA
373
Lenox Wealth Advisors
New York
$9K – – –
CFD
374
Creative Financial Designs
Indiana
$9K +$8.47K +68 New
BIA
375
Bell Investment Advisors
California
$8K -$8.84K -71 -53%
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15
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