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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
BWM
702
BerganKDV Wealth Management
Minnesota
$15K – – –
MAM
703
Marquette Asset Management
Minnesota
$14K – – –
SFG
704
SevenBridge Financial Group
Pennsylvania
$14K – – –
VEA
705
Virtus ETF Advisers
New York
$13K +$12.9K +196 New
SWA
706
Sutton Wealth Advisors
Florida
$12.5K – – –
PCM
707
Penserra Capital Management
California
$12K -$59.8K -912 -83%
SMFG
708
Sumitomo Mitsui Financial Group
Japan
$12K -$37.8K -576 -76%
TAIM
709
TD Ameritrade Investment Management
Nebraska
$12K +$11.5K +176 New
AIS
710
AlphaOne Investment Services
Pennsylvania
$11K – – –
HR
711
Howe & Rusling
New York
$10K -$2.36K -36 -20%
CI
712
CX Institutional
Indiana
$10K -$2.23K -34 -19%
SFSIG
713
San Francisco Sentry Investment Group
California
$9K +$1.44K +22 +19%
BWM
714
Baystate Wealth Management
Massachusetts
$8K -$262 -4 -3%
BAMG
715
Brand Asset Management Group
Missouri
$8K – – –
CHC
716
City Holding Co
West Virginia
$8K +$7.61K +116 New
NCM
717
Next Capital Management
New York
$8K +$7.61K +116 New
BBHC
718
Brown Brothers Harriman & Co
New York
$7K -$10.6K -162 -61%
ADL
719
Asset Dedication LLC
California
$7K – – –
WEC
720
Winslow Evans & Crocker
Massachusetts
$6K -$6.56K -100 -58%
JAM
721
JCIC Asset Management
Ontario, Canada
$6K – – –
EWA
722
Evolution Wealth Advisors
Florida
$6K +$5.77K +88 New
HI
723
Human Investing
Oregon
$5K – – –
WAS
724
Winch Advisory Services
Wisconsin
$4K +$4.07K +62 New
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –