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Brighthouse Financial
BHF

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
401
Westside Investment Management
California
$13.1K – – –
VFA
402
Valeo Financial Advisors
Indiana
$13K -$1.48K -25 -10%
SLF
403
Sun Life Financial
Ontario, Canada
$12K -$29.1K -492 -70%
GAM
404
Gemmer Asset Management
California
$12K – – –
CFG
405
CKW Financial Group
Hawaii
$12K +$592 +10 +5%
PCP
406
Proficio Capital Partners
Massachusetts
$12K +$1.06K +18 +9%
ED
407
Exane Derivatives
France
$11.5K – – –
KF
408
Krilogy Financial
Missouri
$11K -$1.3K -22 -10%
PA
409
Parallel Advisors
California
$11K -$414 -7 -3%
YWP
410
YorkBridge Wealth Partners
New York
$11K +$10.9K +185 New
RPC
411
Rossmore Private Capital
Connecticut
$10.5K +$10.6K +179 New
WAM
412
Wealthspire Advisors (Maryland)
Maryland
$10K -$10.8K -182 -51%
MCM
413
Manchester Capital Management
Vermont
$10K – – –
QCG
414
Quadrant Capital Group
Ohio
$10K – – –
UFG
415
United Fire Group
Iowa
$10K – – –
VFA
416
Virtus Fund Advisers
Connecticut
$10K – – –
GT
417
Greenleaf Trust
Michigan
$10K +$1.48K +25 +17%
EWM
418
Endurance Wealth Management
Rhode Island
$10K +$9.94K +168 New
CFA
419
Carroll Financial Associates
North Carolina
$10K +$10.3K +174 New
BBA
420
Braun-Bostich & Associates
Pennsylvania
$10K +$10.4K +175 New
SSB
421
Sandy Spring Bank
Maryland
$10K +$10.4K +176 New
HIIFS
422
Harel Insurance Investments & Financial Services
Israel
$9K – – –
TWA
423
TCI Wealth Advisors
Arizona
$9K – – –
PWM
424
Perigon Wealth Management
California
$9K +$769 +13 +10%
CHP
425
Cable Hill Partners
Oregon
$9K +$8.93K +151 New
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17
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