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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
301
Brown Brothers Harriman & Co
New York
$9K
EWM
302
Evercore Wealth Management
New York
$9K
MA
303
MUFG Americas
New York
$9K
CAW
304
Cornerstone Advisors (Washington)
Washington
$8K
ASN
305
Advisory Services Network
Georgia
$7K -$1.86K -36 -21%
LNB
306
Ledyard National Bank
$7K
CJA
307
C-J Advisory
California
$6K
IR
308
Invictus RG
Bermuda
$6K +$6.31K +122 New
FQ
309
First Quadrant
California
$5K -$1.84M -35,512 -100%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$5K
NSIM
311
North Star Investment Management
Illinois
$5K
PFSC
312
Peoples Financial Services Corp
Pennsylvania
$5K
VNA
313
Valley National Advisers
Pennsylvania
$5K
GRP
314
Global Retirement Partners
California
$5K +$414 +8 +7%
TCOV
315
Trust Company of Vermont
Vermont
$3K +$2.07K +40 +160%
NA
316
NewEdge Advisors
Louisiana
$2.2K +$2.12K +41 New
FHA
317
First Horizon Advisors
Tennessee
$2K
RWM
318
Raffa Wealth Management
District of Columbia
$1.9K
QI
319
QS Investors
New York
$1K
Fiera Capital (Canada)
320
Fiera Capital (Canada)
Quebec, Canada
-$12.1M -222,677 Closed
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
-$8M -146,692 Closed
TCM
322
Tygh Capital Management
Oregon
-$5.8M -106,291 Closed
QIM
323
Quantitative Investment Management
Virginia
-$5.28M -96,800 Closed
ECP
324
Elk Creek Partners
Colorado
-$4.28M -78,485 Closed
NFGCM
325
Norman Fields Gottscho Capital Management
New York
-$2.73M -49,960 Closed