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Name Holding Trade Value Shares
Change
Change in
Stake
CHC
501
City Holding Co
West Virginia
$14K – – –
MA
502
MUFG Americas
New York
$14K +$14.7K +66 New
EIM
503
Essex Investment Management
Massachusetts
$13K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$13K – – –
KFI
505
Key Financial Inc
Pennsylvania
$12K – – –
TFO
506
Tarbox Family Office
California
$12K – – –
Loomis, Sayles & Company
507
Loomis, Sayles & Company
Massachusetts
$12K +$12.7K +57 New
BWM
508
BerganKDV Wealth Management
Minnesota
$11K – – –
GKWIM
509
Gerber Kawasaki Wealth & Investment Management
California
$10K +$11.1K +50 New
NIM
510
NuWave Investment Management
New Jersey
$9K -$6.66K -30 -40%
DAM
511
Delta Asset Management
Tennessee
$9K – – –
SAI
512
Systematic Alpha Investments
New Jersey
$9K +$8.66K +39 New
TWA
513
TCI Wealth Advisors
Arizona
$8K -$1.11K -5 -11%
CFD
514
Creative Financial Designs
Indiana
$8K – – –
EARNEST Partners
515
EARNEST Partners
Georgia
$8K – – –
VNA
516
Valley National Advisers
Pennsylvania
$8K – – –
VCM
517
Versant Capital Management
Arizona
$8K – – –
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.55K +7 +28%
IA
519
IFP Advisors
Florida
$6K -$222 -1 -4%
PWMG
520
Prestige Wealth Management Group
New Jersey
$5K – – –
TJHA
521
Thomas J. Herzfeld Advisors
Florida
$5K – – –
HIA
522
Harbor Investment Advisory
Maryland
$5K +$5.77K +26 New
BBHC
523
Brown Brothers Harriman & Co
New York
$4K – – –
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$444 +2 +11%
GRP
525
Global Retirement Partners
California
$4K +$3.77K +17 New