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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Checchi Capital Advisers
California
$199K +$5.54K +90 +3%
OFS
302
OneAscent Financial Services
Alabama
$196K +$178K +2,893 New
SAM
303
Silvercrest Asset Management
New York
$195K +$123 +2 +0.1%
Wolverine Trading
304
Wolverine Trading
Illinois
$195K +$39.2K +638 +25%
JF
305
JSF Financial
California
$194K – – –
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$194K – – –
WF
307
Welch & Forbes
Massachusetts
$194K – – –
AWM
308
AE Wealth Management
Kansas
$193K -$92.2K -1,499 -33%
CCM
309
Community Capital Management
Florida
$188K – – –
HCM
310
Horrell Capital Management
Arkansas
$188K – – –
SSB
311
Sandy Spring Bank
Maryland
$185K -$26.3K -427 -13%
KeyBank National Association
312
KeyBank National Association
Ohio
$184K – – –
GLA
313
Great Lakes Advisors
Illinois
$181K +$31.6K +514 +22%
HAG
314
HighPoint Advisor Group
Illinois
$180K -$20.2K -329 -11%
MC
315
Moors & Cabot
Massachusetts
$179K -$7.38K -120 -4%
SC
316
Scotia Capital
Ontario, Canada
$179K +$4.49K +73 +3%
PP
317
Palladium Partners
Virginia
$178K -$30.7K -500 -15%
VNB
318
Virginia National Bank
Virginia
$178K – – –
RIM
319
Redpoint Investment Management
Australia
$178K +$176K +2,854 New
PL
320
Plancorp LLC
Missouri
$176K – – –
EWA
321
EP Wealth Advisors
California
$176K +$1.54K +25 +0.9%
PCA
322
Personal Capital Advisors
California
$172K +$24.8K +403 +17%
VFA
323
Voya Financial Advisors
Connecticut
$171K +$14.5K +236 +9%
JIC
324
Joel Isaacson & Co
New York
$170K – – –
ACH
325
ArrowMark Colorado Holdings
Colorado
$168K -$5.79M -94,200 -97%