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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$21K +$9.09K +705 +80%
First Manhattan
227
First Manhattan
New York
$20K -$78.1K -6,056 -79%
ARMC
228
American Research & Management Company
Massachusetts
$20K – – –
EWM
229
Endurance Wealth Management
Rhode Island
$20K – – –
CCA
230
Catalyst Capital Advisors
New York
$20K +$1.69K +131 +9%
CPA
231
Clear Perspective Advisors
Illinois
$20K +$2.58K +200 +15%
SMFS
232
Squar Milner Financial Services
California
$20K +$19.3K +1,500 New
SF
233
Synovus Financial
Georgia
$19K – – –
CIA
234
Cascade Investment Advisors
Oregon
$18.3K -$11.3K -875 -38%
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$18K – – –
B
236
Bridgeworth
Alabama
$18K +$18.4K +1,430 New
CLOS
237
Compagnie Lombard Odier SCmA
Switzerland
$16K – – –
HCM
238
Highlander Capital Management
New Jersey
$16K – – –
TL
239
TrueWealth LLC
Georgia
$15K – – –
WAS
240
Winch Advisory Services
Wisconsin
$15K – – –
AWM
241
Avior Wealth Management
Nebraska
$15K +$14.2K +1,100 +5,000%
SEI Investments
242
SEI Investments
Pennsylvania
$14K +$580 +45 +4%
WTB
243
Washington Trust Bank
Washington
$14K +$9.03K +700 +200%
OIA
244
Optimum Investment Advisors
Illinois
$14K +$12.9K +1,000 +1,000%
AA
245
AlphaMark Advisors
Kentucky
$13K – – –
ANBT
246
American National Bank & Trust
Texas
$13K – – –
KPCM
247
Kings Point Capital Management
New York
$13K – – –
PCC
248
Park Circle Company
Maryland
$13K – – –
TCOV
249
Trust Company of Vermont
Vermont
$13K – – –
WAM
250
Watermark Asset Management
California
$13K – – –