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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
951
Welch & Forbes
Massachusetts
$549K -$10.5K -184 -2%
TTWM
952
TCV Trust & Wealth Management
Virginia
$544K – – –
GC
953
Garde Capital
Washington
$543K – – –
UR
954
USCA RIA
Texas
$542K -$35.3K -620 -6%
RCM
955
Riverhead Capital Management
Delaware
$527K -$67.3M -1,181,305 -99%
BP
956
Ballentine Partners
Massachusetts
$525K -$14.2K -249 -3%
NI
957
Numeric Investors
Massachusetts
$524K +$541K +9,500 New
AA
958
ALPS Advisors
Colorado
$522K +$107K +1,886 +25%
LBC
959
Lowe Brockenbrough & Co
Virginia
$521K +$33.3K +585 +7%
NB
960
Nicolet Bankshares
Wisconsin
$517K +$90.8K +1,594 +21%
FI
961
FormulaFolio Investments
Michigan
$515K -$30K -527 -5%
FWP
962
FAS Wealth Partners
Kansas
$514K -$57 -1 -0%
ICOA
963
Investment Centers of America
North Dakota
$511K -$86K -1,510 -14%
SAM
964
Solaris Asset Management
New York
$511K – – –
SFI
965
SPC Financial Inc
Maryland
$508K +$5.7K +100 +1%
PWP
966
Private Wealth Partners
California
$505K +$5.7K +100 +1%
TSS
967
Two Sigma Securities
New York
$504K +$520K +9,128 New
EFSCE
968
Enterprise Financial Services Corp (EFSC)
Missouri
$503K -$60K -1,054 -10%
CFA
969
Carroll Financial Associates
North Carolina
$493K +$34.6K +607 +7%
WHG
970
Westwood Holdings Group
Texas
$492K – – –
TH
971
TCTC Holdings
Texas
$488K – – –
ANB
972
Amarillo National Bank
Texas
$486K – – –
NA
973
NewEdge Advisors
Louisiana
$484K +$500K +8,771 New
FNT
974
First Nebraska Trust
Nebraska
$484K +$47.3K +830 +10%
AA
975
Ancora Advisors
Ohio
$481K +$14.1K +247 +3%
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