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Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Addison Advisors
Vermont
$128K +$113K +3,108 New
AWM
402
Accel Wealth Management
Iowa
$126K +$111K +3,050 New
TWA
403
TCI Wealth Advisors
Arizona
$117K
HR
404
Howe & Rusling
New York
$107K +$94.3K +2,602 New
Acadian Asset Management
405
Acadian Asset Management
Massachusetts
$100K +$34.8K +960 +66%
SPWG
406
Sage Private Wealth Group
Illinois
$100K +$87.8K +2,423 New
BBHC
407
Brown Brothers Harriman & Co
New York
$97K +$11.7K +324 +16%
WTC
408
WhitTier Trust Company
Nevada
$89K
BCA
409
Berman Capital Advisors
Georgia
$83K
CCA
410
Column Capital Advisors
Indiana
$76K +$66.7K +1,842 New
Cohen & Steers
411
Cohen & Steers
New York
$73K
KPCM
412
Kings Point Capital Management
New York
$72K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$70K
IAIM
414
International Assets Investment Management
Florida
$67K +$58.6K +1,616 New
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$65K +$14.6K +402 +34%
TWM
416
Tradition Wealth Management
Minnesota
$62K +$54.2K +1,495 New
NFG
417
Next Financial Group
Texas
$52K +$46.1K +1,272 New
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$46K +$37.8K +1,044 +1,450%
CG
419
Cutler Group
California
$44K -$804K -22,200 -95%
APWM
420
Atlas Private Wealth Management
New York
$42K
HFM
421
Harvest Fund Management
China
$42K
AIC
422
Archer Investment Corporation
Indiana
$38.9K +$34.2K +943 New
FWM
423
Focused Wealth Management
New York
$36K
SA
424
SRH Advisors
Kansas
$35K
MF
425
Manchester Financial
California
$35K +$25.1K +694 +479%