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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
601
First Command Bank
Texas
$31K +$29.4K +1,626 New
FCFS
602
First Command Financial Services
Texas
$31K +$29.4K +1,626 New
MUS
603
Mitsubishi UFJ Securities
Japan
$30K -$30K -1,660 -51%
CJA
604
C-J Advisory
California
$30K -$3.42K -189 -11%
SMG
605
Spectrum Management Group
Indiana
$30K +$28.9K +1,599 New
RE
606
RBC Europe
United Kingdom
$28.6K +$27.5K +1,520 New
BL
607
Balentine LLC
Georgia
$28K
CTC
608
Central Trust Company
Missouri
$25K +$1.61K +89 +7%
GRP
609
Global Retirement Partners
California
$24K
RFA
610
Reilly Financial Advisors
California
$24K
EWM
611
Evercore Wealth Management
New York
$23K
WT
612
Whittier Trust
California
$21K
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$20K +$11K +608 +140%
AIS
614
Accurate Investment Solutions
Pennsylvania
$19K
AF
615
Arrow Financial
New York
$19K
MSFP
616
Mark Sheptoff Financial Planning
Connecticut
$19K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$17K -$525 -29 -3%
GT
618
Greenleaf Trust
Michigan
$17K +$16.3K +901 New
VFA
619
Virtus Fund Advisers
Connecticut
$16K -$50.3M -2,777,750 -100%
AIL
620
AGF Investments LLC
Ontario, Canada
$16K +$1.27K +70 +9%
NSIM
621
North Star Investment Management
Illinois
$15K
TIM
622
Tortoise Investment Management
New York
$15K
FA
623
Fortis Advisors
Pennsylvania
$15K +$14.8K +818 New
BGIM
624
Brandywine Global Investment Management
Pennsylvania
$14K +$13.3K +733 New
VCM
625
Versant Capital Management
Arizona
$13K -$2.39K -132 -15%