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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
651
Delta Asset Management
Tennessee
$26K – – –
Maverick Capital
652
Maverick Capital
Texas
$26K +$23.9K +217 New
Exchange Traded Concepts
653
Exchange Traded Concepts
Oklahoma
$25K -$2.3M -20,871 -99%
BWA
654
Burt Wealth Advisors
Maryland
$25K -$1.1K -10 -5%
BDWM
655
Brewin Dolphin Wealth Management
Ireland
$24.2K -$24.7K -224 -53%
KTC
656
Kistler-Tiffany Companies
Pennsylvania
$24K -$882 -8 -4%
Pathstone Family Office
657
Pathstone Family Office
New Jersey
$24K +$4.19K +38 +24%
Bartlett & Co
658
Bartlett & Co
Ohio
$24K +$13.3K +121 +161%
BSSFA
659
Baron Silver Stevens Financial Advisors
Florida
$24K +$22.2K +201 New
Bartlett & Co Wealth Management
660
Bartlett & Co Wealth Management
Ohio
$23.7K +$13.3K +121 +161%
TFIPS
661
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23K +$20.9K +190 New
DI
662
Disciplined Investments
Oklahoma
$23K – – –
HCP
663
Hexagon Capital Partners
Arkansas
$23K – – –
SN
664
Sittner & Nelson
Oregon
$23K +$20.5K +186 New
TF
665
TimeScale Financial
Massachusetts
$21K -$11K -100 -37%
Farmers & Merchants Investments Inc
666
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
CFFP
667
Center for Financial Planning
Michigan
$20K – – –
EI
668
Ellevest Inc
New York
$19K – – –
MHR
669
Matthew Hamilton Rosenberg
$19K – – –
FPFS
670
First Personal Financial Services
North Carolina
$18K – – –
SFA
671
Semmax Financial Advisors
North Carolina
$18K – – –
FMB
672
Field & Main Bank
Kentucky
$18K +$16.5K +150 New
Jones Financial Companies
673
Jones Financial Companies
Missouri
$18K +$16.6K +151 New
TFM
674
TFC Financial Management
Massachusetts
$17K – – –
RCA
675
Ranch Capital Advisors
Florida
$17K +$5.18K +47 +50%