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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
551
Aris Wealth Services
Pennsylvania
$9K +$9.04K +164 New
HR
552
Howe & Rusling
New York
$8K
DBT
553
Dubuque Bank & Trust
Iowa
$7K -$7.16K -130 -52%
MFBTD
554
MB Financial Bank - Trust Department
Illinois
$6K -$2.09K -38 -25%
S
555
SignatureFD
Georgia
$6K +$3.64K +66 +157%
TCA
556
Tortoise Capital Advisors
Kansas
$5K -$110 -2 -2%
BWA
557
Burt Wealth Advisors
Maryland
$5K
CHP
558
Cable Hill Partners
Oregon
$5K
TFA
559
Transamerica Financial Advisors
Florida
$5K +$4.96K +90 New
NHFG
560
New Harbor Financial Group
Massachusetts
$4K
MWAN
561
Mariner Wealth Advisors (NYC)
Kansas
$4K +$4.3K +78 New
ATC
562
Adirondack Trust Company
New York
$3K -$6.61K -120 -67%
Acadian Asset Management
563
Acadian Asset Management
Massachusetts
$3K -$220 -4 -8%
PSI
564
Pinnacle Summer Investments
Virginia
$3K
IPC
565
Independent Portfolio Consultants
Florida
$3K +$2.65K +48 New
CBT
566
Central Bank & Trust
Kentucky
$2K +$2.31K +42 New
AT
567
Arden Trust
Delaware
$1.29K +$210K +3,810 +19%
JWA
568
JFS Wealth Advisors
Pennsylvania
$1K -$6.61K -120 -88%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$1K +$1.1K +20 New
UB
570
UMB Bank
Missouri
$915 +$606K +11,000 +191%
RWM
571
Raffa Wealth Management
District of Columbia
$654
WG
572
Welch Group
Alabama
$131
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