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Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
MCF Advisors
Kentucky
$11K – – –
ST
552
Smithfield Trust
Pennsylvania
$10K – – –
TFO
553
Tarbox Family Office
California
$10K – – –
AWS
554
Aris Wealth Services
Pennsylvania
$9K +$9.04K +164 New
HR
555
Howe & Rusling
New York
$8K – – –
DBT
556
Dubuque Bank & Trust
Iowa
$7K -$7.16K -130 -52%
MFBTD
557
MB Financial Bank - Trust Department
Illinois
$6K -$2.09K -38 -25%
S
558
SignatureFD
Georgia
$6K +$3.64K +66 +157%
TCA
559
Tortoise Capital Advisors
Kansas
$5K -$110 -2 -2%
BWA
560
Burt Wealth Advisors
Maryland
$5K – – –
CHP
561
Cable Hill Partners
Oregon
$5K – – –
TFA
562
Transamerica Financial Advisors
Florida
$5K +$4.96K +90 New
NHFG
563
New Harbor Financial Group
Massachusetts
$4K – – –
MWAN
564
Mariner Wealth Advisors (NYC)
Kansas
$4K +$4.3K +78 New
ATC
565
Adirondack Trust Company
New York
$3K -$6.61K -120 -67%
Acadian Asset Management
566
Acadian Asset Management
Massachusetts
$3K -$220 -4 -8%
PSI
567
Pinnacle Summer Investments
Virginia
$3K – – –
IPC
568
Independent Portfolio Consultants
Florida
$3K +$2.65K +48 New
CBT
569
Central Bank & Trust
Kentucky
$2K +$2.31K +42 New
JWA
570
JFS Wealth Advisors
Pennsylvania
$1K -$6.61K -120 -88%
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$1K +$1.1K +20 New
RWM
572
Raffa Wealth Management
District of Columbia
$654 – – –
EA
573
Euclid Advisors
Connecticut
– -$61.1M -1,097,380 Closed
Loomis, Sayles & Company
574
Loomis, Sayles & Company
Massachusetts
– -$16.6M -297,802 Closed
SCM
575
Stevens Capital Management
Pennsylvania
– -$11.2M -201,240 Closed