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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
576
Smithfield Trust
Pennsylvania
$443K -$59.6K -287 -12%
UC
577
Unio Capital
New Jersey
$443K +$428K +2,060 New
FFS
578
Founders Financial Securities
Maryland
$441K -$172K -828 -29%
VC
579
Voit & Company
Wisconsin
$440K -$371K -1,785 -47%
CAG
580
Crestwood Advisors Group
Massachusetts
$436K +$152K +730 +56%
CAN
581
Claraphi Advisory Network
United States
$431K +$68.5K +330 +20%
EDRH
582
Edmond de Rothschild Holding
Switzerland
$430K +$415K +2,000 New
MAFM
583
Mid Atlantic Financial Management
Pennsylvania
$421K -$277K -1,336 -39%
AP
584
Adero Partners
California
$421K +$101K +486 +33%
STA
585
Summit Trail Advisors
New York
$419K +$409K +1,971 New
PVH
586
Psagot Value Holdings
Israel
$411K +$396K +1,909 New
EMG
587
ETF Managers Group
New Jersey
$408K +$398K +1,918 New
HI
588
Hudock Inc
Pennsylvania
$405K -$11.6K -56 -3%
GAMC
589
Garner Asset Management Corp
Texas
$404K – – –
BFM
590
Boothbay Fund Management
New York
$404K +$389K +1,875 New
OPS
591
Orion Portfolio Solutions
Nebraska
$399K -$148K -713 -28%
WJWM
592
Williams Jones Wealth Management
New York
$393K -$41.5K -200 -10%
TVAMP
593
Tennessee Valley Asset Management Partners
Tennessee
$391K -$21.8K -105 -5%
LS
594
Livforsakringsbolaget Skandia
Sweden
$387K – – –
JCM
595
JS Capital Management
New York
$387K +$374K +1,800 New
AC
596
Avestar Capital
New York
$386K +$364K +1,752 New
OIA
597
OneDigital Investment Advisors
Kansas
$382K -$51.9K -250 -13%
OSAM
598
O'Shaughnessy Asset Management
Connecticut
$382K -$27.8K -134 -7%
CI
599
Cigna Investments
Connecticut
$382K -$3.74K -18 -1%
IWA
600
Intercontinental Wealth Advisors
Texas
$382K +$369K +1,776 New
22 23
24
25 26