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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
601
Cypress Wealth Services
California
$470K -$66.3K -850 -13%
EB
602
Eastern Bank
Massachusetts
$468K
II
603
Inspire Investing
Idaho
$466K +$140K +1,792 +46%
ASN
604
Advisory Services Network
Georgia
$465K -$146K -1,870 -25%
CAPTRUST Financial Advisors
605
CAPTRUST Financial Advisors
North Carolina
$462K +$78 +1 +0%
EAM
606
Erste Asset Management
Austria
$462K -$4.97M -63,720 -92%
RG
607
Rikoon Group
New Mexico
$454K
JHCP
608
Jackson Hole Capital Partners
Oklahoma
$451K
NIM
609
Northeast Investment Management
Massachusetts
$447K +$1.79K +23 +0.4%
SC
610
Savant Capital
Illinois
$440K +$16.5K +211 +4%
Fiera Capital (Canada)
611
Fiera Capital (Canada)
Quebec, Canada
$439K -$788K -10,098 -65%
TH
612
TCTC Holdings
Texas
$437K
TA
613
TFG Advisers
Michigan
$437K +$2.26K +29 +0.5%
TFA
614
Toth Financial Advisory
Virginia
$437K +$236K +3,022 +130%
EFS
615
Essex Financial Services
Connecticut
$435K -$4.52K -58 -1%
IRF
616
IBM Retirement Fund
New York
$434K +$7.72K +99 +2%
RT
617
Rockland Trust
Massachusetts
$434K +$26.1K +335 +7%
SFG
618
SevenBridge Financial Group
Pennsylvania
$433K
RP
619
Rowlandmiller & Partners
Georgia
$431K -$4.21K -54 -1%
PFO
620
Pathstone Family Office
New Jersey
$430K +$410K +5,257 New
ECM
621
ExodusPoint Capital Management
New York
$426K +$406K +5,203 New
QIM
622
Quantitative Investment Management
Virginia
$425K -$8.24M -105,669 -95%
AA
623
ALPS Advisors
Colorado
$413K +$394K +5,047 New
CS
624
Cannell & Spears
New York
$410K
CIC
625
Carnegie Investment Counsel
Ohio
$406K +$387K +4,958 New