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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Evermay Wealth Management
Virginia
$515K +$169K +4,635 +47%
PL
702
Perpetual Ltd
Australia
$509K – – –
FSA
703
Franklin Street Advisors
North Carolina
$495K – – –
SPIA
704
Steward Partners Investment Advisory
New York
$495K +$513K +14,017 New
ED
705
Exane Derivatives
France
$479K +$417K +11,396 +532%
CFS
706
Commonwealth Financial Services
West Virginia
$476K -$50.5K -1,380 -9%
CTC
707
Central Trust Company
Missouri
$474K -$19.8K -542 -4%
KFA
708
Kelleher Financial Advisors
New York
$473K +$83.2K +2,275 +20%
TC
709
TFS Capital
Pennsylvania
$471K -$293 -8 -0.1%
CP
710
Camelot Portfolios
Ohio
$471K +$487K +13,320 New
SCI
711
Stableford Capital II
Arizona
$470K -$36.6K -1,000 -7%
CANY
712
Caxton Associates (New York)
New York
$463K -$3.36M -91,900 -88%
RVPG
713
Relative Value Partners Group
$460K +$60.3K +1,650 +15%
SCM
714
Silver Capital Management
New York
$454K +$53.7K +1,470 +13%
GT
715
Greenleaf Trust
Michigan
$446K -$94.6K -2,586 -17%
VFA
716
Voya Financial Advisors
Connecticut
$446K +$7.28K +199 +2%
AFS
717
Amtrust Financial Services
New York
$442K – – –
TG
718
TLP Group
Illinois
$442K +$262K +7,168 +134%
AGA
719
Accuvest Global Advisors
Utah
$442K +$457K +12,492 New
CCA
720
Checchi Capital Advisers
California
$440K -$57.7K -1,579 -11%
BAC
721
Boys Arnold & Co
North Carolina
$436K -$127K -3,476 -22%
Rafferty Asset Management
722
Rafferty Asset Management
New York
$436K -$44.9K -1,229 -9%
EWM
723
Evercore Wealth Management
New York
$436K +$235K +6,431 +109%
FWM
724
Frontier Wealth Management
Missouri
$435K +$3.66K +100 +0.8%
JIC
725
Johnson Investment Counsel
Ohio
$426K +$59.6K +1,630 +16%