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Name Holding Trade Value Shares
Change
Change in
Stake
CMO
226
Covenant Multifamily Offices
Texas
$26K – – –
EDRH
227
Edmond de Rothschild Holding
Switzerland
$25K +$2.01K +800 +8%
PP
228
Paloma Partners
Connecticut
$25K +$27.3K +10,880 New
SWM
229
SeaCrest Wealth Management
New York
$24K – – –
SIA
230
Sit Investment Associates
Minnesota
$24K – – –
BBHC
231
Brown Brothers Harriman & Co
New York
$23K -$5.17K -2,059 -17%
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$23K – – –
BL
233
Balentine LLC
Georgia
$23K +$1.74K +695 +7%
S
234
SignatureFD
Georgia
$19K -$1.97K -784 -9%
BCM
235
Birch Capital Management
Texas
$19K +$21.6K +8,600 New
GKIM
236
GW&K Investment Management
Massachusetts
$16K +$1.25K +500 +8%
PB
237
Pinnacle Bancorp
Nebraska
$14K +$2.68K +1,069 +20%
AF
238
Advisornet Financial
Minnesota
$14K +$15.1K +6,000 New
SPIA
239
Steward Partners Investment Advisory
New York
$13K – – –
CFGS
240
Concourse Financial Group Securities
Alabama
$12K +$1.67K +664 +15%
HIIFS
241
Harel Insurance Investments & Financial Services
Israel
$11K +$12.5K +4,970 New
LC
242
Lindbrook Capital
California
$10K +$7.65K +3,049 +242%
CFA
243
Carroll Financial Associates
North Carolina
$9K -$1.02K -406 -9%
POIA
244
Pin Oak Investment Advisors
Texas
$9K – – –
IA
245
IFP Advisors
Florida
$9K +$10K +4,000 +19,048%
GT
246
Glenmede Trust
Pennsylvania
$7K -$3.96K -1,578 -31%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
VFA
248
Valeo Financial Advisors
Indiana
$6K -$1.78K -708 -22%
JWM
249
Janiczek Wealth Management
Colorado
$6K +$6.27K +2,501 New
QT
250
Quantbot Technologies
New York
$6K +$7.17K +2,857 New