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Name Holding Trade Value Shares
Change
Change in
Stake
ED
501
Exane Derivatives
France
$399K +$161K +1,107 +62%
AC
502
Abbrea Capital
California
$399K -$16.6K -114 -4%
SFM
503
Systematic Financial Management
New Jersey
$394K – – –
WCM
504
Weld Capital Management
New York
$394K +$415K +2,856 New
CL
505
CSS LLC
Illinois
$385K – – –
ARMT
506
Amica Retiree Medical Trust
Rhode Island
$382K +$403K +2,768 New
BMCM
507
Burns Matteson Capital Management
New York
$380K +$20.2K +139 +5%
SC
508
Steph & Co
Wisconsin
$377K – – –
PFO
509
Pathstone Family Office
New Jersey
$376K +$396K +2,726 New
CAAS
510
Capital Asset Advisory Services
Michigan
$372K +$156K +1,071 +66%
WANY
511
Wealthspire Advisors (New York)
New York
$371K +$115K +790 +42%
SWM
512
SeaCrest Wealth Management
New York
$368K +$40.4K +278 +12%
GT
513
Greenleaf Trust
Michigan
$368K +$126K +869 +48%
FWIA
514
Fort Washington Investment Advisors
Ohio
$361K -$147K -1,009 -28%
IFWM
515
Institute for Wealth Management
Colorado
$359K -$7.71K -53 -2%
SF
516
Synovus Financial
Georgia
$352K – – –
CAM
517
Cresset Asset Management
Illinois
$350K +$99.9K +687 +37%
QCM
518
Quest Capital Management
Texas
$349K -$49.2K -338 -12%
SCA
519
Snowden Capital Advisors
New York
$347K +$366K +2,518 New
VI
520
Versor Investments
New York
$338K +$356K +2,451 New
WS
521
Wedbush Securities
California
$334K -$118K -810 -25%
NCM
522
Neumann Capital Management
California
$334K – – –
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$332K +$15.6K +107 +5%
MFG
524
MidWestOne Financial Group
Iowa
$331K – – –
CG
525
Caprock Group
Idaho
$325K -$44.2K -304 -11%