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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
CX Institutional
Indiana
$16K +$190 +1 +1%
TPCW
502
TD Private Client Wealth
New York
$15.1K -$380 -2 -3%
CHC
503
City Holding Co
West Virginia
$14K – – –
SPIA
504
Steward Partners Investment Advisory
New York
$14K +$2.09K +11 +18%
WT
505
Whittier Trust
California
$13K +$12.4K +65 New
EIM
506
Essex Investment Management
Massachusetts
$12K – – –
TFO
507
Tarbox Family Office
California
$12K – – –
BWM
508
BerganKDV Wealth Management
Minnesota
$11K +$1.71K +9 +20%
TFS
509
TrustCore Financial Services
Tennessee
$11K +$10.1K +53 New
PFBT
510
Parkside Financial Bank & Trust
Missouri
$10K +$380 +2 +4%
CAAS
511
Capital Asset Advisory Services
Michigan
$10K +$9.7K +51 New
DAM
512
Delta Asset Management
Tennessee
$9K – – –
SLF
513
Sun Life Financial
Ontario, Canada
$9K – – –
CFD
514
Creative Financial Designs
Indiana
$8K – – –
EARNEST Partners
515
EARNEST Partners
Georgia
$8K – – –
VCM
516
Versant Capital Management
Arizona
$8K – – –
FCH
517
Freestone Capital Holdings
Washington
$7.97K – – –
VNA
518
Valley National Advisers
Pennsylvania
$7K – – –
CCA
519
Childress Capital Advisors
Texas
$7K +$6.46K +34 New
VAIA
520
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.7K -30 -49%
BBHC
521
Brown Brothers Harriman & Co
New York
$6K – – –
PWMG
522
Prestige Wealth Management Group
New Jersey
$5K – – –
TWA
523
TCI Wealth Advisors
Arizona
$5K – – –
PFO
524
Pathstone Family Office
New Jersey
$5K +$4.75K +25 New
TJHA
525
Thomas J. Herzfeld Advisors
Florida
$4K – – –