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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$16K +$15.1K +87 New
BWM
452
BNC Wealth Management
Oregon
$16K +$15.2K +88 New
CT
453
Caldwell Trust
Florida
$15.5K – – –
PCG
454
Private Capital Group
Connecticut
$15K -$4.5K -26 -24%
CI
455
CX Institutional
Indiana
$15K +$5.2K +30 +60%
TPCW
456
TD Private Client Wealth
New York
$14.2K – – –
IA
457
IFP Advisors
Florida
$14K – – –
CHC
458
City Holding Co
West Virginia
$13K – – –
VAIA
459
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.16K -24 -28%
EIM
460
Essex Investment Management
Massachusetts
$11K – – –
SPIA
461
Steward Partners Investment Advisory
New York
$11K – – –
TFO
462
Tarbox Family Office
California
$11K – – –
Simplex Trading
463
Simplex Trading
Illinois
$9K +$8.66K +50 New
PFBT
464
Parkside Financial Bank & Trust
Missouri
$8K -$520 -3 -6%
BWM
465
BerganKDV Wealth Management
Minnesota
$8K – – –
DAM
466
Delta Asset Management
Tennessee
$8K – – –
SLF
467
Sun Life Financial
Ontario, Canada
$8K – – –
FCH
468
Freestone Capital Holdings
Washington
$7.3K +$6.93K +40 New
CFD
469
Creative Financial Designs
Indiana
$7K – – –
EARNEST Partners
470
EARNEST Partners
Georgia
$7K – – –
VCM
471
Versant Capital Management
Arizona
$7K – – –
VNA
472
Valley National Advisers
Pennsylvania
$7K +$173 +1 +3%
JWM
473
Janiczek Wealth Management
Colorado
$7K +$6.23K +36 New
ETC
474
Exchange Traded Concepts
Oklahoma
$6K -$637K -3,677 -99%
BBHC
475
Brown Brothers Harriman & Co
New York
$6K – – –