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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$33K -$550 -7 -2%
VFA
602
Valeo Financial Advisors
Indiana
$33K +$27.5K +350 +500%
WPW
603
Winthrop Partners - WNY
New York
$31.8K +$31.4K +400 New
BWA
604
Burt Wealth Advisors
Maryland
$29K – – –
GRP
605
Global Retirement Partners
California
$29K – – –
SSB
606
Sandy Spring Bank
Maryland
$27K – – –
SF
607
Synovus Financial
Georgia
$27K – – –
CHC
608
City Holding Co
West Virginia
$26K +$13.8K +175 +117%
CI Investments Inc
609
CI Investments Inc
Ontario, Canada
$25K +$24.3K +309 New
MAM
610
Meeder Asset Management
Ohio
$23K +$550 +7 +2%
S
611
SignatureFD
Georgia
$23K +$1.49K +19 +7%
PCM
612
Penserra Capital Management
California
$22K -$5.66K -72 -20%
BL
613
Balentine LLC
Georgia
$22K – – –
CJA
614
C-J Advisory
California
$22K – – –
SIAS
615
Shine Investment Advisory Services
Colorado
$20K – – –
FPFS
616
First Personal Financial Services
North Carolina
$19K – – –
TIM
617
Tortoise Investment Management
New York
$19K – – –
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
GAM
619
Gemmer Asset Management
California
$18K – – –
MFT
620
Moisand Fitzgerald Tamayo
Florida
$18K – – –
AIM
621
Advantage Investment Management
Iowa
$16K – – –
FCB
622
First Command Bank
Texas
$16K – – –
FCFS
623
First Command Financial Services
Texas
$16K – – –
VCM
624
Vigilant Capital Management
Maine
$16K – – –
BC
625
Bartlett & Co
Ohio
$16K +$15.7K +200 New