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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
651
Next Capital Management
New York
$30K -$13.2K -300 -33%
PFO
652
Pathstone Family Office
New Jersey
$30K
FCB
653
First Command Bank
Texas
$27K
FCFS
654
First Command Financial Services
Texas
$27K
AWM
655
Avondale Wealth Management
Texas
$27K +$6.59K +150 +38%
SSB
656
Sandy Spring Bank
Maryland
$27K +$13K +295 +118%
EWM
657
Edge Wealth Management
New York
$25K
GRP
658
Global Retirement Partners
California
$25K
FGAM
659
Financial Gravity Asset Management
Texas
$25K +$22K +500 New
AWM
660
Aevitas Wealth Management
Massachusetts
$24K
AIA
661
Alera Investment Advisors
Illinois
$24K +$3.96K +90 +22%
EARNEST Partners
662
EARNEST Partners
Georgia
$22K
GWM
663
Geneos Wealth Management
Colorado
$17K
GWS
664
Glassman Wealth Services
Virginia
$16K +$13.2K +300 +1,500%
CGT
665
Capital Guardian Trust
California
$15K -$6.59K -150 -33%
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$6.16K +140 +90%
WAM
667
Wealthspire Advisors (Maryland)
Maryland
$13K -$4.4K -100 -27%
CHP
668
Cable Hill Partners
Oregon
$13K
BAMG
669
Brand Asset Management Group
Missouri
$13K +$11.9K +270 New
FPS
670
Fieldpoint Private Securities
Connecticut
$12K
CI
671
CX Institutional
Indiana
$12K +$10.3K +235 New
SHIM
672
Stone House Investment Management
Pennsylvania
$12K +$11K +250 New
AS
673
Altshuler Shaham
Israel
$11K +$10.1K +230 New
BBHC
674
Brown Brothers Harriman & Co
New York
$10K +$2.2K +50 +32%
TIM
675
Tortoise Investment Management
New York
$10K +$6.59K +150 +300%