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Name Holding Trade Value Shares
Change
Change in
Stake
MUS
501
Mitsubishi UFJ Securities
Japan
$6K
RFA
502
Reilly Financial Advisors
California
$6K
BL
503
Balentine LLC
Georgia
$6K +$292 +5 +6%
CFG
504
Citizens Financial Group
Rhode Island
$6K +$5.72K +98 New
ETC
505
Exchange Traded Concepts
Oklahoma
$6K +$5.72K +98 New
EW
506
Evoke Wealth
California
$5.61K +$292 +5 +6%
Boston Partners
507
Boston Partners
Massachusetts
$5K -$5.19M -88,895 -100%
ASN
508
Advisory Services Network
Georgia
$5K -$12.4K -213 -72%
MA
509
MUFG Americas
New York
$5K -$11.7K -200 -72%
ATC
510
Adirondack Trust Company
New York
$5K
TCOV
511
Trust Company of Vermont
Vermont
$5K
Marshall Wace
512
Marshall Wace
United Kingdom
$5K +$4.72K +81 New
CMBA
513
C.M. Bidwell & Associates
Hawaii
$4K
TIM
514
Tortoise Investment Management
New York
$4K
CCM
515
Covington Capital Management
California
$4K +$175 +3 +5%
CI
516
CX Institutional
Indiana
$4K +$642 +11 +18%
GWS
517
Glassman Wealth Services
Virginia
$4K +$817 +14 +33%
SWA
518
Sutton Wealth Advisors
Florida
$3.3K
PCG
519
Private Capital Group
Connecticut
$3K -$1.05K -18 -24%
SF
520
Synovus Financial
Georgia
$3K
BWM
521
Baystate Wealth Management
Massachusetts
$3K +$58 +1 +2%
CCM
522
Copeland Capital Management
Pennsylvania
$3K +$992 +17 +63%
EWA
523
Evolution Wealth Advisors
Florida
$3K +$2.74K +47 New
NMC
524
Nine Masts Capital
Hong Kong
$3K +$2.92K +50 New
SIAS
525
Shine Investment Advisory Services
Colorado
$2K -$3.5K -60 -70%