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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
101
West Family Investments
California
$225K +$18.5K +276 +9%
MYIA
102
Mount Yale Investment Advisors
Colorado
$223K +$223K +3,328 New
DTL
103
Dynamic Technology Lab
Singapore
$213K +$212K +3,170 New
PA
104
Parallel Advisors
California
$212K +$39.9K +596 +23%
Vanguard Personalized Indexing Management
105
Vanguard Personalized Indexing Management
California
$210K +$5.63K +84 +3%
ATC
106
Argent Trust Co
Tennessee
$209K +$209K +3,122 New
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$205K +$205K +3,061 New
IAA
108
Independent Advisor Alliance
North Carolina
$202K +$202K +3,014 New
ECM
109
Estabrook Capital Management
New York
$201K
KCM
110
Kornitzer Capital Management
Kansas
$201K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$170K +$14.3K +214 +9%
JCM
112
Jacobi Capital Management
Pennsylvania
$168K
TPCW
113
TD Private Client Wealth
New York
$125K +$125K +1,868 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$107K +$10K +150 +10%
LC
115
Lindbrook Capital
California
$105K +$4.96K +74 +5%
HI
116
Harbour Investments
Wisconsin
$99K +$6.43K +96 +7%
CYG
117
Clean Yield Group
Vermont
$97K +$97.4K +1,454 New
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
$93K +$58.9K +879 +170%
HNB
119
Huntington National Bank
Ohio
$91K +$24.6K +367 +37%
SWA
120
SOA Wealth Advisors
New York
$83K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$75K +$2.75K +41 +4%
SWM
122
Spire Wealth Management
Virginia
$66K
GRP
123
Global Retirement Partners
California
$58K +$2.01K +30 +4%
JP Morgan Chase
124
JP Morgan Chase
New York
$58K +$13.1K +195 +30%
EVM
125
Eaton Vance Management
Massachusetts
$47K -$172K -2,567 -59%