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Name Holding Trade Value Shares
Change 		Change in
Stake
CANY
476
Caxton Associates (New York)
New York
$149K -$508K -45,159 -78%
GT
477
Glenmede Trust
Pennsylvania
$148K -$14.1K -1,254 -9%
HM
478
Harvest Management
New York
$147K – – –
1WA
479
180 Wealth Advisors
Washington
$146K -$13K -1,156 -9%
DILIC
480
Dai-ichi Life Insurance Company
Japan
$146K – – –
BC
481
Brinker Capital
Pennsylvania
$146K +$139K +12,375 New
ER
482
Enlightenment Research
Florida
$146K +$140K +12,400 New
CA
483
Cetera Advisors
Colorado
$145K -$21K -1,865 -13%
EFS
484
Essex Financial Services
Connecticut
$144K +$2.14K +190 +2%
ECM
485
Everence Capital Management
Indiana
$142K – – –
BCA
486
Biltmore Capital Advisors
New Jersey
$142K +$136K +12,100 New
V
487
Veritable
Delaware
$141K +$15.8K +1,405 +13%
CB
488
Commerce Bank
Missouri
$140K -$1.71K -152 -1%
FMT
489
First Mercantile Trust
Tennessee
$140K +$3.27K +291 +3%
UR
490
USCA RIA
Texas
$138K -$45.4K -4,039 -26%
DWT
491
Dorsey & Whitney Trust
South Dakota
$135K +$4.09K +364 +3%
BPWA
492
Beacon Pointe Wealth Advisors
California
$135K +$13.2K +1,169 +11%
EVM
493
Eaton Vance Management
Massachusetts
$134K -$26.3M -2,338,525 -100%
SW
494
SVB Wealth
Massachusetts
$132K -$2.25K -200 -2%
FWM
495
Frontier Wealth Management
Missouri
$130K -$55.9K -4,973 -31%
PWP
496
Principle Wealth Partners
Connecticut
$125K +$119K +10,615 New
CCA
497
Checchi Capital Advisers
California
$124K +$1.47K +131 +1%
BF
498
BOK Financial
Oklahoma
$123K -$638K -56,738 -84%
MGI
499
MayTech Global Investments
New York
$122K -$113K -10,000 -49%
SP
500
Successful Portfolios
Florida
$120K -$4.5K -400 -4%
18 19
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