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Name Holding Trade Value Shares
Change
Change in
Stake
FCI
526
Financial Counselors Inc
Kansas
$595K -$15.2K -235 -2%
IFAM
527
Institutional & Family Asset Management
Colorado
$594K – – –
PFO
528
Pathstone Family Office
New Jersey
$589K +$65K +1,003 +10%
BEI
529
Benjamin Edwards Inc
Missouri
$585K -$12.7K -196 -2%
VEA
530
Virtus ETF Advisers
New York
$584K +$683K +10,530 New
CW
531
Connectus Wealth
Ohio
$578K +$675K +10,410 New
WG
532
Welch Group
Alabama
$576K – – –
BAS
533
Brown Advisory Securities
Maryland
$571K -$329K -5,080 -33%
SCA
534
Snowden Capital Advisors
New York
$565K +$171K +2,633 +35%
IC
535
IEQ Capital
California
$564K -$41.9K -646 -6%
BCM
536
Birch Capital Management
Texas
$564K -$478K -7,378 -42%
KA
537
Kovack Advisors
Florida
$563K +$166K +2,567 +34%
JIC
538
Johnson Investment Counsel
Ohio
$560K +$25K +386 +4%
AIA
539
Arbor Investment Advisors
North Carolina
$555K – – –
DWA
540
Douglass Winthrop Advisors
New York
$555K – – –
WHRC
541
W.H. Reaves & Co
New Jersey
$555K – – –
HDIM
542
Hanson & Doremus Investment Management
Vermont
$551K -$56.1K -865 -8%
SP
543
Symmetry Partners
Connecticut
$545K – – –
SWM
544
SeaCrest Wealth Management
New York
$534K -$87.5K -1,350 -12%
SW
545
SVB Wealth
Massachusetts
$533K +$622K +9,593 New
Luther King Capital Management (LKCM)
546
Luther King Capital Management (LKCM)
Texas
$527K +$165K +2,548 +37%
PFPT
547
Pinnacle Financial Partners (Tennessee)
Tennessee
$527K +$389K +6,000 +171%
Vontobel Holding
548
Vontobel Holding
Switzerland
$523K -$30.2K -466 -5%
CCP
549
Corient Capital Partners
California
$523K -$29.5K -455 -5%
CT
550
Chicago Trust
Illinois
$522K +$121K +1,860 +25%