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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$15K +$15.3K +175 New
BBHC
602
Brown Brothers Harriman & Co
New York
$14K -$17.5K -200 -56%
TFO
603
Tarbox Family Office
California
$13K +$2.1K +24 +18%
GRP
604
Global Retirement Partners
California
$12K – – –
SSB
605
Sandy Spring Bank
Maryland
$12K – – –
TCM
606
Tradewinds Capital Management
Washington
$12K – – –
CBT
607
Capital Bank & Trust
California
$12K +$7.34K +84 +168%
AP
608
Americana Partners
Texas
$12K +$13.1K +150 New
TFS
609
TrustCore Financial Services
Tennessee
$10K – – –
VFA
610
Valeo Financial Advisors
Indiana
$10K – – –
BAM
611
Barrett Asset Management
New York
$9K – – –
TCWM
612
Total Clarity Wealth Management
Illinois
$9K +$8.74K +100 New
VAIA
613
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.92K +102 New
GEA
614
Glen Eagle Advisors
New Jersey
$8.64K – – –
SLF
615
Sun Life Financial
Ontario, Canada
$8K -$3.32K -38 -28%
AA
616
AlphaMark Advisors
Kentucky
$8K – – –
VCM
617
Versant Capital Management
Arizona
$8K – – –
ETC
618
Exchange Traded Concepts
Oklahoma
$8K +$8.04K +92 New
CAL
619
Capital Analysts LLC
Pennsylvania
$7K – – –
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$7K +$437 +5 +6%
WT
621
Whittier Trust
California
$7K +$1.57K +18 +29%
CFG
622
Citizens Financial Group
Rhode Island
$7K +$4.9K +56 +193%
VCP
623
Verus Capital Partners
Arizona
$7K +$7K +80 New
UOTTAIMCU
624
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7K +$7.26K +83 New
HI
625
Hudock Inc
Pennsylvania
$6K – – –