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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$80K -$70K -385 -48%
PCP
502
Proficio Capital Partners
Massachusetts
$79K +$7.82K +43 +12%
TFO
503
Tarbox Family Office
California
$78K – – –
FRA
504
Front Row Advisors
California
$76K – – –
DBT
505
Dubuque Bank & Trust
Iowa
$69K – – –
PAM
506
Paradigm Asset Management
New York
$67.5K -$9.09K -50 -13%
SBL
507
Sargent Bickham Lagudis
Colorado
$67K +$62.7K +345 New
CAM
508
Cresset Asset Management
Illinois
$63K +$30.2K +166 +103%
BFEC
509
Benjamin F. Edwards & Company
Missouri
$59K – – –
M
510
Mirova
France
$57K +$53.7K +295 New
AF
511
Advisornet Financial
Minnesota
$54K +$14.6K +80 +40%
BCI
512
Brinker Capital Investments
Pennsylvania
$53K +$50K +275 New
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$52K -$3.64K -20 -7%
GT
514
Glenmede Trust
Pennsylvania
$50K -$1.09K -6 -2%
Walleye Capital
515
Walleye Capital
New York
$50K +$47.3K +260 New
SSB
516
Sandy Spring Bank
Maryland
$47K +$7.82K +43 +22%
CBOA
517
Commonwealth Bank of Australia
Australia
$41K – – –
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$41K – – –
WOC
519
West Oak Capital
California
$39K -$9.09K -50 -20%
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
NSIM
521
North Star Investment Management
Illinois
$39K – – –
AIM
522
ARK Investment Management
Florida
$38K – – –
CAPTRUST Financial Advisors
523
CAPTRUST Financial Advisors
North Carolina
$38K +$6.37K +35 +22%
PCM
524
Prelude Capital Management
New York
$37K +$34.7K +191 New
ME
525
McIlrath & Eck
Washington
$32K – – –