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Name Holding Trade Value Shares
Change
Change in
Stake
Salem Investment Counselors
401
Salem Investment Counselors
North Carolina
$18K – – –
Aquatic Capital Management
402
Aquatic Capital Management
Illinois
$17K -$15.8K -200 -50%
CHC
403
City Holding Co
West Virginia
$17K – – –
Cullen/Frost Bankers
404
Cullen/Frost Bankers
Texas
$17K – – –
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$16K -$6.08K -77 -30%
RTC
406
Riverview Trust Company
Washington
$16K +$15.6K +197 New
JWA
407
JFS Wealth Advisors
Pennsylvania
$15K +$12.4K +157 +604%
Central Trust Company
408
Central Trust Company
Missouri
$15K +$14.2K +180 New
SIC
409
SJS Investment Consulting
Ohio
$14K +$237 +3 +2%
PCG
410
Private Capital Group
Connecticut
$13K – – –
ZIG
411
Zullo Investment Group
Pennsylvania
$13K – – –
TCI Wealth Advisors
412
TCI Wealth Advisors
Arizona
$13K +$1.58K +20 +15%
Huntington National Bank
413
Huntington National Bank
Ohio
$12K -$14.3K -181 -55%
DFCM
414
Dark Forest Capital Management
Puerto Rico
$12K +$12K +152 New
Prospera Financial Services
415
Prospera Financial Services
Texas
$11K +$10.7K +136 New
Gradient Investments
416
Gradient Investments
Minnesota
$8K – – –
NSIM
417
North Star Investment Management
Illinois
$8K – – –
WhitTier Trust Company
418
WhitTier Trust Company
Nevada
$8K +$7.9K +100 New
GWS
419
Glassman Wealth Services
Virginia
$7K +$2.13K +27 +44%
EARNEST Partners
420
EARNEST Partners
Georgia
$6K – – –
MUFG Americas
421
MUFG Americas
New York
$6K +$5.45K +69 New
CT
422
Caldwell Trust
Florida
$5.86K – – –
BBPWM
423
Blue Bell Private Wealth Management
Pennsylvania
$5K -$4.27K -54 -50%
ZB
424
Zions Bancorporation
Utah
$5K – – –
FRA
425
Front Row Advisors
California
$4K – – –