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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$194K – – –
VanEck Associates
502
VanEck Associates
New York
$190K +$50.8K +383 +37%
SIC
503
Salem Investment Counselors
North Carolina
$188K +$186K +1,400 New
EWM
504
Evercore Wealth Management
New York
$186K -$70.7K -533 -28%
FANJ
505
Financial Architects (New Jersey)
New Jersey
$141K -$14.7K -111 -10%
BWP
506
Baldwin Wealth Partners
Massachusetts
$135K – – –
WT
507
Whittier Trust
California
$135K – – –
ARMT
508
Amica Retiree Medical Trust
Rhode Island
$134K – – –
KLI
509
Kelman-Lazarov Inc
Tennessee
$133K – – –
TG
510
TLP Group
Illinois
$128K +$126K +951 New
TCOV
511
Trust Company of Vermont
Vermont
$127K +$98.1K +740 +370%
PG
512
PEAK6 Group
Illinois
$109K +$107K +807 New
BCI
513
Brinker Capital Investments
Pennsylvania
$104K +$2.65K +20 +3%
DADC
514
D.A. Davidson & Co
Montana
$94K -$13.3K -100 -13%
ARMC
515
American Research & Management Company
Massachusetts
$94K – – –
First Manhattan
516
First Manhattan
New York
$93K – – –
RI
517
Redwood Investments
Massachusetts
$83K – – –
CBOA
518
Commonwealth Bank of Australia
Australia
$82K – – –
CCA
519
Catalyst Capital Advisors
New York
$81K -$1.59M -12,000 -95%
EMG
520
ETF Managers Group
New Jersey
$78K +$77.7K +586 New
CIM
521
Contravisory Investment Management
Massachusetts
$77K +$15.2K +115 +25%
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$70K -$9.94K -75 -13%
MCM
523
MV Capital Management
Maryland
$69K – – –
AAM
524
Advisors Asset Management
Colorado
$67K – – –
FNBSF
525
First National Bank Sioux Falls
South Dakota
$67K – – –