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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evercore Wealth Management
New York
$648K -$24.2K -73 -3%
GT
602
Glenmede Trust
Pennsylvania
$644K -$422K -1,273 -37%
ACM
603
Advisors Capital Management
New Jersey
$643K +$25.9K +78 +4%
BB
604
Burford Brothers
Texas
$641K +$116K +350 +20%
WCM
605
Winebrenner Capital Management
Kentucky
$639K +$708K +2,134 New
AB
606
Atlas Brown
Kentucky
$638K +$1.33K +4 +0.2%
VAS
607
Vestmark Advisory Solutions
Massachusetts
$637K +$104K +314 +17%
GC
608
Guidance Capital
Kentucky
$636K +$55.4K +167 +8%
GVAG
609
Great Valley Advisor Group
Delaware
$636K +$332 +1 +0%
PGFC
610
Peapack-Gladstone Financial Corp
New Jersey
$632K -$43.8K -132 -6%
SFI
611
SPC Financial Inc
Maryland
$629K +$263K +793 +61%
NP
612
NorthRock Partners
Minnesota
$628K +$18.3K +55 +3%
IA
613
Inspire Advisors
Idaho
$616K -$167K -502 -20%
LW
614
Linscomb Wealth
Texas
$616K – – –
SFG
615
Shum Financial Group
California
$615K -$27.5K -83 -4%
CCM
616
Coldstream Capital Management
Washington
$615K +$19.6K +59 +3%
RPCONE
617
Retirement Planning Company of New England
Rhode Island
$614K +$4.98K +15 +0.7%
HGWM
618
Horst & Graben Wealth Management
Oregon
$603K – – –
KWA
619
Kingswood Wealth Advisors
California
$600K +$124K +374 +23%
Two Sigma Investments
620
Two Sigma Investments
New York
$599K -$465K -1,400 -41%
WHCI
621
W.H. Cornerstone Investments
Massachusetts
$596K +$410K +1,235 +163%
PA
622
Parallel Advisors
California
$588K -$32.9K -99 -5%
JWCA
623
J.W. Cole Advisors
Florida
$587K +$1.66K +5 +0.3%
ETC
624
Exchange Traded Concepts
Oklahoma
$586K +$1.66K +5 +0.3%
LFG
625
Larson Financial Group
Missouri
$582K +$37.2K +112 +6%