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Name Holding Trade Value Shares
Change
Change in
Stake
QI
501
QS Investors
New York
$174K – – –
GWM
502
Geneos Wealth Management
Colorado
$170K – – –
SIC
503
Salem Investment Counselors
North Carolina
$166K – – –
PCM
504
Prelude Capital Management
New York
$166K +$148K +1,207 +613%
AA
505
Ancora Advisors
Ohio
$166K +$171K +1,400 New
PK
506
Pflug Koory
Nebraska
$142K +$147K +1,200 New
CAW
507
Cornerstone Advisors (Washington)
Washington
$132K -$57.4K -470 -30%
EWM
508
Evercore Wealth Management
New York
$129K -$36.1K -295 -21%
BBHC
509
Brown Brothers Harriman & Co
New York
$121K +$67.2K +550 +117%
ARMT
510
Amica Retiree Medical Trust
Rhode Island
$118K – – –
BWP
511
Baldwin Wealth Partners
Massachusetts
$118K – – –
WT
512
Whittier Trust
California
$118K – – –
EA
513
Edge Advisors
Georgia
$118K +$122K +1,000 New
TCOV
514
Trust Company of Vermont
Vermont
$111K – – –
FPFS
515
First Personal Financial Services
North Carolina
$98K +$92.3K +755 +993%
KLI
516
Kelman-Lazarov Inc
Tennessee
$92.2K -$26.9K -220 -22%
Bessemer Group
517
Bessemer Group
New Jersey
$88K +$44K +360 +95%
BCI
518
Brinker Capital Investments
Pennsylvania
$84K -$7.21K -59 -8%
ARMC
519
American Research & Management Company
Massachusetts
$83K – – –
DADC
520
D.A. Davidson & Co
Montana
$82K – – –
IA
521
IFP Advisors
Florida
$81K +$57.4K +470 +223%
IDBONY
522
Israel Discount Bank of New York
New York
$81K +$83.2K +681 New
CIM
523
Contravisory Investment Management
Massachusetts
$76K +$9.29K +76 +13%
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$75K -$4.79M -39,173 -98%
EMG
525
ETF Managers Group
New Jersey
$75K +$6.48K +53 +9%