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Name Holding Trade Value Shares
Change
Change in
Stake
CHC
426
City Holding Co
West Virginia
$6K
MSTVIM
427
Messner & Smith Theme Value Investment Management
California
$6K +$6.5K +54 New
CMBA
428
C.M. Bidwell & Associates
Hawaii
$5K
MA
429
MUFG Americas
New York
$5K
SWMG
430
Signature Wealth Management Group
Georgia
$5K
SIS
431
Sound Income Strategies
Florida
$5K
FRA
432
Front Row Advisors
California
$5K +$4.93K +41 New
IFAM
433
Institutional & Family Asset Management
Colorado
$5K +$5.41K +45 New
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
PFSC
435
Peoples Financial Services Corp
Pennsylvania
$4K
TWMP
436
Taylor Wealth Management Partners
Massachusetts
$4K
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$4K +$120 +1 +3%
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$4K +$842 +7 +23%
BCWM
439
Bartlett & Co Wealth Management
Ohio
$3.44K +$3.61K +30 New
BBHC
440
Brown Brothers Harriman & Co
New York
$3K -$1.8K -15 -38%
EARNEST Partners
441
EARNEST Partners
Georgia
$3K
ST
442
Smithfield Trust
Pennsylvania
$3K
BGIM
443
Brandywine Global Investment Management
Pennsylvania
$3K +$1.68K +14 +117%
ACS
444
Archford Capital Strategies
Illinois
$3K +$3.37K +28 New
SFM
445
Signet Financial Management
New Jersey
$3K +$3.49K +29 New
BC
446
Bartlett & Co
Ohio
$3K +$3.61K +30 New
CIP
447
Convergence Investment Partners
Florida
$3K +$3.61K +30 New
CPA
448
Clear Perspective Advisors
Illinois
$2K
MA
449
MCF Advisors
Kentucky
$2K
TC
450
Trust Company
Kansas
$2K