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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
501
Proficio Capital Partners
Massachusetts
$27K +$9.59K +18 +64%
TWA
502
TCI Wealth Advisors
Arizona
$24K – – –
FPB
503
First PREMIER Bank
South Dakota
$24K +$21.3K +40 New
SPIA
504
Steward Partners Investment Advisory
New York
$23K – – –
GAM
505
Gemmer Asset Management
California
$20K +$533 +1 +3%
WPA
506
West Paces Advisors
Georgia
$19.6K – – –
EDRH
507
Edmond de Rothschild Holding
Switzerland
$19K +$17K +32 New
CHC
508
City Holding Co
West Virginia
$15K – – –
OIA
509
OneDigital Investment Advisors
Kansas
$15K +$11.2K +21 +420%
ED
510
Exane Derivatives
France
$14.9K – – –
IWM
511
IHT Wealth Management
Illinois
$14K +$2.13K +4 +21%
CAW
512
Cornerstone Advisors (Washington)
Washington
$12K -$10.1K -19 -49%
TFO
513
Tarbox Family Office
California
$12K +$533 +1 +5%
GRP
514
Global Retirement Partners
California
$12K +$8.52K +16 +320%
HCC
515
Hirtle Callaghan & Co
Pennsylvania
$10K – – –
PFBT
516
Parkside Financial Bank & Trust
Missouri
$10K +$7.46K +14 +467%
FIB
517
First Interstate Bank
Montana
$10K +$9.05K +17 New
NSIM
518
North Star Investment Management
Illinois
$9K +$3.73K +7 +88%
SWA
519
Sutton Wealth Advisors
Florida
$8.33K +$2.66K +5 +56%
CBOA
520
Commonwealth Bank of Australia
Australia
$8K -$53.8K -101 -86%
AWMS
521
Advocacy Wealth Management Services
Georgia
$7K – – –
WA
522
Winfield Associates
Ohio
$7K – – –
GS
523
GAM Systematic
United Kingdom
$7K +$5.86K +11 New
SFSIG
524
San Francisco Sentry Investment Group
California
$6K +$1.6K +3 +43%
PMFA
525
Plante Moran Financial Advisors
Michigan
$5K – – –
19 20
21
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