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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
301
Shine Investment Advisory Services
Colorado
$156K
SG Americas Securities
302
SG Americas Securities
New York
$153K +$147K +800 New
BG
303
Bollard Group
Massachusetts
$112K
GWM
304
Geneos Wealth Management
Colorado
$101K +$1.1K +6 +1%
CIM
305
Chiron Investment Management
New York
$96K -$18.4K -100 -17%
BC
306
Bartlett & Co
Ohio
$96K
BCWM
307
Bartlett & Co Wealth Management
Ohio
$95.5K
CFB
308
Cullen/Frost Bankers
Texas
$93K +$75.4K +410 +519%
CAL
309
Capital Advisors Ltd
Ohio
$90K -$57.7K -314 -40%
EIP
310
Ellis Investment Partners
Pennsylvania
$83K
TFA
311
Toth Financial Advisory
Virginia
$76K
QT
312
Quantbot Technologies
New York
$72K -$31.3K -170 -31%
CFA
313
Carroll Financial Associates
North Carolina
$70K
FMP
314
Financial Management Professionals
Texas
$69K -$14.3K -78 -18%
BBHC
315
Brown Brothers Harriman & Co
New York
$68K -$1.47K -8 -2%
APWM
316
Atlas Private Wealth Management
New York
$67K
CFGS
317
Concourse Financial Group Securities
Alabama
$64K -$5.33K -29 -8%
S
318
SignatureFD
Georgia
$62K +$6.07K +33 +11%
IA
319
IFP Advisors
Florida
$59K -$551 -3 -1%
CH
320
Canton Hathaway
Rhode Island
$56K +$53.9K +293 New
TF
321
TimeScale Financial
Massachusetts
$55K
Robeco Institutional Asset Management
322
Robeco Institutional Asset Management
Netherlands
$48K -$23K -125 -33%
GRP
323
Global Retirement Partners
California
$48K -$10.3K -56 -18%
CIM
324
Contravisory Investment Management
Massachusetts
$47K
AAP
325
Arax Advisory Partners
Colorado
$45K +$1.84K +10 +4%