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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Evercore Wealth Management
New York
$24K – – –
WT
627
Whittier Trust
California
$23K – – –
ME
628
McIlrath & Eck
Washington
$23K +$21.3K +1,127 New
SWP
629
Strategic Wealth Partners
Ohio
$23K +$23.9K +1,266 New
AIS
630
Accurate Investment Solutions
Pennsylvania
$21K – – –
Carson Wealth (CWM LLC)
631
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
OFW
632
Omnia Family Wealth
Florida
$21K +$10.2K +541 +113%
OWA
633
One Wealth Advisors
California
$21K +$19K +1,009 New
KA
634
Kaizen Advisory
Illinois
$21K +$19.5K +1,035 New
AF
635
Arrow Financial
New York
$20K – – –
MSFP
636
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
GT
637
Greenleaf Trust
Michigan
$18K – – –
VFA
638
Virtus Fund Advisers
Connecticut
$17K – – –
CG
639
Cutler Group
California
$16K -$94.3K -5,000 -86%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$16K -$2.49K -132 -14%
FA
641
Fortis Advisors
Pennsylvania
$16K – – –
NSIM
642
North Star Investment Management
Illinois
$16K – – –
TIM
643
Tortoise Investment Management
New York
$16K – – –
HFP
644
Holistic Financial Partners
Indiana
$16K +$14.9K +790 New
CAPTRUST Financial Advisors
645
CAPTRUST Financial Advisors
North Carolina
$16K +$15.2K +805 New
VCM
646
Versant Capital Management
Arizona
$14K – – –
WPA
647
West Paces Advisors
Georgia
$12.1K – – –
JFGIW
648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$12K +$38 +2 +0.3%
FMA
650
FNY Managed Accounts
New York
$12K +$5.45K +289 +89%