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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
SRB Corp
Massachusetts
$199K -$28.4M -389,555 -99%
C
1002
Cerebellum
California
$194K +$203K +2,790 New
RE
1003
RBC Europe
United Kingdom
$190K
MCM
1004
Manchester Capital Management
Vermont
$186K +$12K +165 +7%
HT
1005
Heritage Trust
Oklahoma
$184K
CFG
1006
Citizens Financial Group
Rhode Island
$180K -$10.9K -150 -5%
GRP
1007
Global Retirement Partners
California
$179K -$52.8K -726 -22%
PWM
1008
Perigon Wealth Management
California
$179K +$188K +2,576 New
SFG
1009
SevenBridge Financial Group
Pennsylvania
$178K -$19.3K -265 -9%
CPIG
1010
Chicago Partners Investment Group
Illinois
$173K +$73 +1 +0%
PA
1011
Parallel Advisors
California
$172K -$2.4K -33 -1%
ARMT
1012
Amica Retiree Medical Trust
Rhode Island
$169K -$101K -1,389 -36%
JWA
1013
JFS Wealth Advisors
Pennsylvania
$167K
SP
1014
SWS Partners
Ohio
$164K +$25.2K +346 +17%
WCM
1015
Whitener Capital Management
North Carolina
$162K +$146K +2,000 +588%
EARNEST Partners
1016
EARNEST Partners
Georgia
$158K
IBOK
1017
Independence Bank of Kentucky
Kentucky
$157K
CAGAS
1018
Capital Advisory Group Advisory Services
Minnesota
$146K +$153K +2,100 New
CAL
1019
Capital Analysts LLC
Pennsylvania
$144K +$11.6K +160 +8%
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
$142K +$149K +2,047 New
SA
1021
SRH Advisors
Kansas
$139K
GCM
1022
Gables Capital Management
Florida
$134K +$140K +1,924 New
SAS
1023
Stelac Advisory Services
New York
$128K +$134K +1,847 New
SWA
1024
Sutton Wealth Advisors
Florida
$123K
CPA
1025
Clear Perspective Advisors
Illinois
$122K +$4.37K +60 +4%