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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
501
Adirondack Trust Company
New York
$10K – – –
SF
502
Synovus Financial
Georgia
$10K – – –
TCM
503
Tanaka Capital Management
New York
$10K – – –
WIM
504
Westside Investment Management
California
$9.2K +$8.87K +361 New
TFO
505
Tarbox Family Office
California
$8K – – –
VNA
506
Valley National Advisers
Pennsylvania
$8K – – –
EF
507
Empirical Finance
Pennsylvania
$8K +$7.49K +305 New
FPFS
508
First Personal Financial Services
North Carolina
$7K – – –
SPIA
509
Steward Partners Investment Advisory
New York
$7K +$8.01K +326 New
IWA
510
IBEX Wealth Advisors
New Jersey
$6K +$5.13K +209 New
IPC
511
Independent Portfolio Consultants
Florida
$6K +$6.14K +250 New
EARNEST Partners
512
EARNEST Partners
Georgia
$6K +$6.21K +253 New
BBHC
513
Brown Brothers Harriman & Co
New York
$5K -$876K -35,677 -99%
VIA
514
Vantage Investment Advisors
Pennsylvania
$5K – – –
OC
515
Oakworth Capital
Alabama
$5K +$3.56K +145 +242%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.13K +209 +1,493%
SWA
517
Sutton Wealth Advisors
Florida
$4.16K – – –
ZB
518
Zions Bancorporation
Utah
$4K – – –
OFW
519
Omnia Family Wealth
Florida
$4K +$4.27K +174 New
WPA
520
West Paces Advisors
Georgia
$3.94K +$4.05K +165 New
MFW
521
Mosaic Family Wealth
Missouri
$3K -$884 -36 -21%
DSN
522
D. Scott Neal
Kentucky
$3K – – –
QCG
523
Quadrant Capital Group
Ohio
$3K – – –
SIC
524
Salem Investment Counselors
North Carolina
$3K – – –
BFEC
525
Benjamin F. Edwards & Company
Missouri
$2K – – –