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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
501
Wilbanks Smith & Thomas Asset Management
Virginia
$219K
T
502
TCWP
Ohio
$219K +$228K +2,959 New
AWA
503
Arete Wealth Advisors
Illinois
$218K -$3.86K -50 -2%
IIM
504
Ipswich Investment Management
Massachusetts
$217K
RGC
505
Roberts, Glore & Co
Illinois
$216K
BHCM
506
Brevan Howard Capital Management
Jersey
$214K +$224K +2,899 New
GAM
507
Gould Asset Management
California
$214K
DGAM
508
Desjardins Global Asset Management
Quebec, Canada
$212K -$69.8K -905 -24%
VWA
509
V Wealth Advisors
Kansas
$211K -$26K -337 -11%
CAM
510
Chesapeake Asset Management
New York
$208K +$218K +2,822 New
BCM
511
Bornite Capital Management
New York
$207K +$216K +2,800 New
Royal London Asset Management
512
Royal London Asset Management
United Kingdom
$206K +$89.3K +1,157 +71%
PPW
513
Pasadena Private Wealth
California
$201K +$210K +2,723 New
SPIA
514
Steward Partners Investment Advisory
New York
$198K -$27.5K -356 -12%
FA
515
Fortis Advisors
Pennsylvania
$194K +$203K +2,625 New
GWM
516
Geneos Wealth Management
Colorado
$191K +$24.6K +319 +14%
Jones Financial Companies
517
Jones Financial Companies
Missouri
$188K +$10.7K +139 +6%
CTC
518
Central Trust Company
Missouri
$161K
QCG
519
Quadrant Capital Group
Ohio
$155K +$29.3K +380 +22%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$148K
KOCAA
521
Knights of Columbus Asset Advisors
Connecticut
$145K
HI
522
Harbour Investments
Wisconsin
$138K -$71.5K -927 -33%
SC
523
Solstein Capital
California
$137K
GC
524
Garde Capital
Washington
$133K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$125K