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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
501
Fort Sheridan Advisors
Illinois
$200K +$185K +1,030 New
ETC
502
Exchange Traded Concepts
Oklahoma
$197K +$182K +1,015 New
QL
503
Quarry LP
New York
$197K +$182K +1,013 New
WSFS
504
Wilmington Savings Fund Society
Delaware
$195K -$385K -2,150 -68%
WSC
505
Wellington Shields & Co
New York
$195K – – –
RFS
506
Richardson Financial Services
Massachusetts
$188K – – –
S
507
SignatureFD
Georgia
$180K +$7.89K +44 +5%
CSP
508
Cary Street Partners
Virginia
$177K +$163K +912 New
WTC
509
WhitTier Trust Company
Nevada
$172K +$2.33K +13 +2%
AF
510
Allworth Financial
California
$172K +$12.9K +72 +9%
BDPWM
511
Barnes Dennig Private Wealth Management
Ohio
$168K +$155K +862 New
WAG
512
Wilkerson Advisory Group
Missouri
$154K +$141K +789 New
FFA
513
Farther Finance Advisors
California
$144K +$26.3K +147 +25%
KAS
514
Kemnay Advisory Services
New York
$140K -$22.6K -126 -15%
QC
515
Quent Capital
New York
$137K – – –
GSEP
516
Golden State Equity Partners
California
$134K +$124K +689 New
BBHC
517
Brown Brothers Harriman & Co
New York
$133K +$66.5K +371 +118%
CFB
518
Cullen/Frost Bankers
Texas
$133K -$6.45K -36 -5%
PCM
519
Penserra Capital Management
California
$126K +$3.76K +21 +3%
MMCM
520
Murphy & Mullick Capital Management
New York
$124K – – –
WAM
521
Wolverine Asset Management
Illinois
$119K -$358K -2,000 -77%
LFG
522
Larson Financial Group
Missouri
$116K +$21.3K +119 +25%
EWA
523
EverSource Wealth Advisors
Alabama
$114K +$39.6K +221 +61%
WBC
524
Westpac Banking Corp
Australia
$101K +$93K +519 New
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$101K -$1.03M -5,736 -92%