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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$12K – – –
CMBA
402
C.M. Bidwell & Associates
Hawaii
$11K – – –
Parallax Volatility Advisers
403
Parallax Volatility Advisers
California
$11K +$9.72K +840 New
CTC
404
Central Trust Company
Missouri
$10K – – –
WTB
405
Washington Trust Bank
Washington
$10K +$8.65K +748 New
BG
406
Bollard Group
Massachusetts
$10K +$9.26K +800 New
OIA
407
OneDigital Investment Advisors
Kansas
$9K – – –
IBOK
408
Independence Bank of Kentucky
Kentucky
$8K +$7.31K +632 New
CFA
409
Carroll Financial Associates
North Carolina
$7K – – –
CHC
410
City Holding Co
West Virginia
$7K – – –
JWA
411
JFS Wealth Advisors
Pennsylvania
$7K – – –
SA
412
SRH Advisors
Kansas
$6K – – –
SWM
413
SeaCrest Wealth Management
New York
$5K – – –
Bessemer Group
414
Bessemer Group
New Jersey
$5K +$4.35K +376 New
ACM
415
Armbruster Capital Management
New York
$4K – – –
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
APP
417
Avantax Planning Partners
Iowa
$4K +$3.56K +308 New
IIC
418
Integrated Investment Consultants
Michigan
$4K +$3.89K +336 New
GWS
419
Glassman Wealth Services
Virginia
$3K -$231 -20 -7%
CFD
420
Creative Financial Designs
Indiana
$3K – – –
GRP
421
Global Retirement Partners
California
$3K – – –
QI
422
QS Investors
New York
$3K – – –
EARNEST Partners
423
EARNEST Partners
Georgia
$2K – – –
PFO
424
Pathstone Family Office
New Jersey
$2K +$1.39K +120 New
ML
425
McAdam LLC
Pennsylvania
$2K +$1.9K +164 New