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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$166K
PCM
502
Prelude Capital Management
New York
$166K +$148K +1,207 +613%
AA
503
Ancora Advisors
Ohio
$166K +$171K +1,400 New
CAW
504
Cornerstone Advisors (Washington)
Washington
$132K -$57.4K -470 -30%
EWM
505
Evercore Wealth Management
New York
$129K -$36.1K -295 -21%
BBHC
506
Brown Brothers Harriman & Co
New York
$121K +$67.2K +550 +117%
ARMT
507
Amica Retiree Medical Trust
Rhode Island
$118K
BWP
508
Baldwin Wealth Partners
Massachusetts
$118K
WT
509
Whittier Trust
California
$118K
EA
510
Edge Advisors
Georgia
$118K +$122K +1,000 New
TCOV
511
Trust Company of Vermont
Vermont
$111K
FPFS
512
First Personal Financial Services
North Carolina
$98K +$92.3K +755 +993%
KLI
513
Kelman-Lazarov Inc
Tennessee
$92.2K -$26.9K -220 -22%
Bessemer Group
514
Bessemer Group
New Jersey
$88K +$44K +360 +95%
BCI
515
Brinker Capital Investments
Pennsylvania
$84K -$7.21K -59 -8%
ARMC
516
American Research & Management Company
Massachusetts
$83K
DADC
517
D.A. Davidson & Co
Montana
$82K
IA
518
IFP Advisors
Florida
$81K +$57.4K +470 +223%
IDBONY
519
Israel Discount Bank of New York
New York
$81K +$83.2K +681 New
CIM
520
Contravisory Investment Management
Massachusetts
$76K +$9.29K +76 +13%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$75K -$4.69M -38,405 -98%
EMG
522
ETF Managers Group
New Jersey
$75K +$6.48K +53 +9%
RI
523
Redwood Investments
Massachusetts
$73K
YWP
524
YorkBridge Wealth Partners
New York
$72K +$73.5K +601 New
CBOA
525
Commonwealth Bank of Australia
Australia
$69K -$3.18K -26 -4%