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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
476
WFA of San Diego
California
$70.7K +$66.2K +1,570 New
BONH
477
Bank of New Hampshire
New Hampshire
$70K – – –
AA
478
Alta Advisers
United Kingdom
$68K – – –
First Manhattan
479
First Manhattan
New York
$63.1K – – –
GRP
480
Global Retirement Partners
California
$62.4K +$8.18K +194 +16%
PA
481
Parallel Advisors
California
$61.7K -$14.1K -334 -20%
MWA
482
Moser Wealth Advisors
Washington
$58.8K – – –
AG
483
AIA Group
Hong Kong
$57.9K -$44.5K -1,054 -45%
BTI
484
Blue Trust Inc
Georgia
$57K +$38.2K +905 +174%
GWM
485
Geneos Wealth Management
Colorado
$55.1K +$5.23K +124 +11%
HNB
486
Huntington National Bank
Ohio
$53K +$1.56K +37 +3%
GMA
487
Glassy Mountain Advisors
Maryland
$52.7K +$49.3K +1,169 New
BFEC
488
Benjamin F. Edwards & Company
Missouri
$52K – – –
Jones Financial Companies
489
Jones Financial Companies
Missouri
$50K -$5.31K -126 -10%
RFA
490
Resurgent Financial Advisors
Georgia
$49.8K +$46.6K +1,105 New
DMBA
491
Deseret Mutual Benefit Administrators
Utah
$47K -$37.4K -887 -46%
SPIA
492
Steward Partners Investment Advisory
New York
$46.8K -$8.31K -197 -16%
AW
493
Avion Wealth
Texas
$46K – – –
LCM
494
Logan Capital Management
Pennsylvania
$45K – – –
RBC
495
Romano Brothers & Co
Illinois
$41.7K +$39K +925 New
Pacer Advisors
496
Pacer Advisors
Pennsylvania
$41.5K +$4.47K +106 +13%
LIA
497
Luken Investment Analytics
Tennessee
$40.8K +$38.2K +906 New
AF
498
Allworth Financial
California
$39K -$5.74K -136 -14%
LS
499
Livforsakringsbolaget Skandia
Sweden
$38.7K – – –
EAM
500
Eukles Asset Management
Ohio
$37K – – –