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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
601
Capital Bank & Trust
California
$30K – – –
PAM
602
Paradigm Asset Management
New York
$29.7K -$134K -2,600 -81%
CAC
603
Certified Advisory Corp
Florida
$29K – – –
AIL
604
AGF Investments LLC
Ontario, Canada
$25K -$14.7K -284 -36%
First Manhattan
605
First Manhattan
New York
$25K – – –
CTC
606
Central Trust Company
Missouri
$23K – – –
HMS
607
Hanseatic Management Services
New Mexico
$23K – – –
FGAM
608
Financial Gravity Asset Management
Texas
$21K +$25.2K +488 New
TC
609
Trust Company
Kansas
$20K – – –
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$20K +$20.7K +400 New
KJWM
611
Kiley Juergens Wealth Management
Washington
$19K – – –
AF
612
Allworth Financial
California
$18K – – –
SIAS
613
Shine Investment Advisory Services
Colorado
$18K +$18.8K +364 New
PFBT
614
Parkside Financial Bank & Trust
Missouri
$17K +$2.89K +56 +19%
VCM
615
Versant Capital Management
Arizona
$17K +$7.65K +148 +74%
PAMG
616
Patton Albertson Miller Group
Tennessee
$17K +$20.7K +400 New
GAM
617
Gemmer Asset Management
California
$16K – – –
HS
618
Horan Securities
United States
$16K – – –
CFD
619
Creative Financial Designs
Indiana
$14K – – –
FC
620
Ferris Capital
Massachusetts
$14K – – –
TFO
621
Tarbox Family Office
California
$14K – – –
WC
622
Whitney & Co
New York
$14K +$16.5K +320 New
GI
623
Gradient Investments
Minnesota
$13K -$43.6K -844 -76%
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$5.37K +104 +65%
PHK
625
Point72 Hong Kong
Hong Kong
$13K +$13.4K +260 New