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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
626
Spectrum Management Group
Indiana
$68K – – –
ETC
627
Exchange Traded Concepts
Oklahoma
$68K +$62.5K +293 New
TA
628
TFG Advisers
Michigan
$67K +$62.2K +292 New
WTC
629
WhitTier Trust Company
Nevada
$66K – – –
NSIM
630
North Star Investment Management
Illinois
$61K – – –
SMFS
631
Squar Milner Financial Services
California
$61K +$56.7K +266 New
PCG
632
Private Capital Group
Connecticut
$59K -$12.6K -59 -19%
AAP
633
Arax Advisory Partners
Colorado
$57K +$52.6K +247 New
BBHC
634
Brown Brothers Harriman & Co
New York
$56K +$8.31K +39 +19%
PFO
635
Pathstone Family Office
New Jersey
$52.8K +$5.97K +28 +14%
VFA
636
Valeo Financial Advisors
Indiana
$52K – – –
EW
637
Evoke Wealth
California
$48.2K +$42.6K +200 +2,500%
FMLI
638
Fukoku Mutual Life Insurance
Japan
$46K -$384K -1,800 -90%
CFN
639
Cordasco Financial Network
Florida
$46K – – –
CFB
640
Cullen/Frost Bankers
Texas
$46K – – –
PFSC
641
Peoples Financial Services Corp
Pennsylvania
$46K – – –
TIM
642
Tortoise Investment Management
New York
$46K – – –
VCM
643
Vigilant Capital Management
Maine
$46K +$42.6K +200 New
PO
644
Private Ocean
California
$45K -$45.8K -215 -53%
TCM
645
Tradewinds Capital Management
Washington
$44K – – –
EI
646
Ellevest Inc
New York
$43K +$39.2K +184 +9,200%
SQA
647
Simon Quick Advisors
New Jersey
$40K +$36.4K +171 New
AF
648
Allworth Financial
California
$38K +$22.2K +104 +168%
BL
649
Balentine LLC
Georgia
$38K +$32.4K +152 +1,382%
VCM
650
Versant Capital Management
Arizona
$36K – – –