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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Evercore Wealth Management
New York
$7K – – –
ACM
377
Armbruster Capital Management
New York
$6K – – –
IBOK
378
Independence Bank of Kentucky
Kentucky
$6K +$5.79K +45 New
CFD
379
Creative Financial Designs
Indiana
$5K – – –
SPIA
380
Steward Partners Investment Advisory
New York
$5K – – –
EARNEST Partners
381
EARNEST Partners
Georgia
$5K +$5.02K +39 New
TCA
382
Tortoise Capital Advisors
Kansas
$4K – – –
AWA
383
Acorn Wealth Advisors
Michigan
$4K +$3.6K +28 New
FPFS
384
First Personal Financial Services
North Carolina
$4K +$3.73K +29 New
PWM
385
Paulson Wealth Management
Illinois
$4K +$4.38K +34 New
TWA
386
TCI Wealth Advisors
Arizona
$3K – – –
CCM
387
Cribstone Capital Management
Maine
$3K +$2.96K +23 New
DAM
388
Delta Asset Management
Tennessee
$2K – – –
PMFA
389
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
390
Tarbox Family Office
California
$2K – – –
VFA
391
Valeo Financial Advisors
Indiana
$2K – – –
RWA
392
Ropes Wealth Advisors
Massachusetts
$2K +$2.19K +17 New
CBOA
393
Commonwealth Bank of Australia
Australia
$2K +$2.83K +22 New
QI
394
QS Investors
New York
$1K – – –
NFA
395
Nationwide Fund Advisors
Ohio
– -$43.4M -357,087 Closed
Balyasny Asset Management
396
Balyasny Asset Management
Illinois
– -$8.27M -68,057 Closed
Credit Agricole
397
Credit Agricole
France
– -$6.69M -55,072 Closed
CANY
398
Caxton Associates (New York)
New York
– -$3.49M -28,750 Closed
HHC
399
Hutchin Hill Capital
New York
– -$1.13M -9,300 Closed
SM
400
Sciencast Management
New Jersey
– -$1.02M -7,970 Closed