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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1101
Aft Forsyth & Sober
Florida
$97K +$95.9K +505 New
BSG
1102
Black Swift Group
Colorado
$96K – – –
EWM
1103
Edge Wealth Management
New York
$96K – – –
CFA
1104
Carroll Financial Associates
North Carolina
$92K +$15.9K +84 +21%
HIA
1105
Harbor Investment Advisory
Maryland
$92K +$90.2K +475 New
OC
1106
Oakworth Capital
Alabama
$90K – – –
FIB
1107
First Interstate Bank
Montana
$84K +$56.9K +300 +222%
FMB
1108
Field & Main Bank
Kentucky
$82K – – –
CIM
1109
Contravisory Investment Management
Massachusetts
$82K +$8.92K +47 +12%
Loomis, Sayles & Company
1110
Loomis, Sayles & Company
Massachusetts
$79K +$7.21K +38 +10%
LC
1111
Lindbrook Capital
California
$78K -$2.47K -13 -3%
NSIM
1112
North Star Investment Management
Illinois
$78K – – –
CTB
1113
Country Trust Bank
Illinois
$77K – – –
HL
1114
Harding Loevner
New Jersey
$77K – – –
RFA
1115
Reilly Financial Advisors
California
$77K – – –
SMG
1116
Spectrum Management Group
Indiana
$77K – – –
PCM
1117
Prelude Capital Management
New York
$75K -$279K -1,469 -79%
TWP
1118
TFO Wealth Partners
Ohio
$75K +$74.4K +392 New
HFM
1119
Harvest Fund Management
China
$74K -$151K -796 -67%
ETC
1120
Exchange Traded Concepts
Oklahoma
$71K +$69.9K +368 New
HR
1121
Howe & Rusling
New York
$69K -$3.8K -20 -5%
ARMC
1122
American Research & Management Company
Massachusetts
$69K – – –
BL
1123
Balentine LLC
Georgia
$69K +$56.4K +297 +479%
ACM
1124
Allred Capital Management
Texas
$68.5K +$67.4K +355 New
PC
1125
Permanens Capital
New York
$68K +$9.49K +50 +17%