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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$15.1K -$380 -2 -3%
CHC
502
City Holding Co
West Virginia
$14K
SPIA
503
Steward Partners Investment Advisory
New York
$14K +$2.09K +11 +18%
WT
504
Whittier Trust
California
$13K +$12.4K +65 New
EIM
505
Essex Investment Management
Massachusetts
$12K
TFO
506
Tarbox Family Office
California
$12K
BWM
507
BerganKDV Wealth Management
Minnesota
$11K +$1.71K +9 +20%
TFS
508
TrustCore Financial Services
Tennessee
$11K +$10.1K +53 New
PFBT
509
Parkside Financial Bank & Trust
Missouri
$10K +$380 +2 +4%
CAAS
510
Capital Asset Advisory Services
Michigan
$10K +$9.7K +51 New
DAM
511
Delta Asset Management
Tennessee
$9K
SLF
512
Sun Life Financial
Ontario, Canada
$9K
CFD
513
Creative Financial Designs
Indiana
$8K
EARNEST Partners
514
EARNEST Partners
Georgia
$8K
VCM
515
Versant Capital Management
Arizona
$8K
FCH
516
Freestone Capital Holdings
Washington
$7.97K
VNA
517
Valley National Advisers
Pennsylvania
$7K
CCA
518
Childress Capital Advisors
Texas
$7K +$6.46K +34 New
VAIA
519
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.7K -30 -49%
BBHC
520
Brown Brothers Harriman & Co
New York
$6K
PWMG
521
Prestige Wealth Management Group
New Jersey
$5K
TWA
522
TCI Wealth Advisors
Arizona
$5K
PFO
523
Pathstone Family Office
New Jersey
$5K +$4.75K +25 New
TJHA
524
Thomas J. Herzfeld Advisors
Florida
$4K
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.33K +7 +50%