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