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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
AllSquare Wealth Management
New York
$9K – – –
SLF
477
Sun Life Financial
Ontario, Canada
$9K +$100 +3 +1%
EW
478
Evoke Wealth
California
$8.35K +$8.38K +252 New
CAL
479
Capital Advisors Ltd
Ohio
$8K – – –
CHC
480
City Holding Co
West Virginia
$8K – – –
TFO
481
Tarbox Family Office
California
$8K – – –
PFBT
482
Parkside Financial Bank & Trust
Missouri
$7K – – –
VCM
483
Versant Capital Management
Arizona
$7K – – –
CAW
484
Cornerstone Advisors (Washington)
Washington
$6K +$1.3K +39 +30%
WPA
485
West Paces Advisors
Georgia
$5.96K – – –
RA
486
Rational Advisors
New York
$5K -$4.39K -132 -48%
ATC
487
Adirondack Trust Company
New York
$5K – – –
CAL
488
Capital Analysts LLC
Pennsylvania
$5K – – –
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$5K – – –
WTC
491
WhitTier Trust Company
Nevada
$5K – – –
EARNEST Partners
492
EARNEST Partners
Georgia
$4K – – –
HPC
493
HM Payson & Co
Maine
$4K – – –
IFAM
494
Institutional & Family Asset Management
Colorado
$4K – – –
ZB
495
Zions Bancorporation
Utah
$4K – – –
TFGT
496
TS Financial Group (TSFG)
Illinois
$4K +$598 +18 +16%
JCM
497
Jacobi Capital Management
Pennsylvania
$3K – – –
OC
498
Oakworth Capital
Alabama
$3K – – –
TCOV
499
Trust Company of Vermont
Vermont
$3K – – –
VNA
500
Valley National Advisers
Pennsylvania
$3K – – –