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Equifax

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$186K -$70.7K -533 -28%
FANJ
502
Financial Architects (New Jersey)
New Jersey
$141K -$14.7K -111 -10%
BWP
503
Baldwin Wealth Partners
Massachusetts
$135K
WT
504
Whittier Trust
California
$135K
ARMT
505
Amica Retiree Medical Trust
Rhode Island
$134K
KLI
506
Kelman-Lazarov Inc
Tennessee
$133K
TG
507
TLP Group
Illinois
$128K +$126K +951 New
TCOV
508
Trust Company of Vermont
Vermont
$127K +$98.1K +740 +370%
VOYA Investment Management
509
VOYA Investment Management
Georgia
$121K +$5.58M +42,082 +5%
PG
510
PEAK6 Group
Illinois
$109K +$107K +807 New
BCI
511
Brinker Capital Investments
Pennsylvania
$104K +$2.65K +20 +3%
DADC
512
D.A. Davidson & Co
Montana
$94K -$13.3K -100 -13%
ARMC
513
American Research & Management Company
Massachusetts
$94K
First Manhattan
514
First Manhattan
New York
$93K
TCIM
515
TIAA CREF Investment Management
New York
$93K -$10.3M -77,483 -10%
RI
516
Redwood Investments
Massachusetts
$83K
CBOA
517
Commonwealth Bank of Australia
Australia
$82K
CCA
518
Catalyst Capital Advisors
New York
$81K -$1.59M -12,000 -95%
EMG
519
ETF Managers Group
New Jersey
$78K +$77.7K +586 New
CIM
520
Contravisory Investment Management
Massachusetts
$77K +$15.2K +115 +25%
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$70K -$9.94K -75 -13%
MCM
522
MV Capital Management
Maryland
$69K
AAM
523
Advisors Asset Management
Colorado
$67K
FNBSF
524
First National Bank Sioux Falls
South Dakota
$67K
BBHC
525
Brown Brothers Harriman & Co
New York
$63K