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Name Holding Trade Value Shares
Change
Change in
Stake
KT
501
Kanaly Trust
Texas
$10K +$9.81K +200 New
SSB
502
Sandy Spring Bank
Maryland
$9K – – –
TCA
503
Tortoise Capital Advisors
Kansas
$9K – – –
CHC
504
City Holding Co
West Virginia
$8K – – –
CAL
505
Capital Advisors Ltd
Ohio
$6K – – –
TWA
506
TCI Wealth Advisors
Arizona
$6K +$1.37K +28 +35%
APSP
507
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K – – –
KF
508
Krilogy Financial
Missouri
$5K – – –
BGIM
509
Brandywine Global Investment Management
Pennsylvania
$5K +$3.87K +79 New
WRM
510
Westport Resources Management
Connecticut
$5K +$4.9K +100 New
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
EWM
512
Edge Wealth Management
New York
$3K – – –
VNA
513
Valley National Advisers
Pennsylvania
$3K – – –
ZB
514
Zions Bancorporation
Utah
$3K – – –
LAM
515
Lebenthal Asset Management
New York
$3K +$2.99K +61 New
TFO
516
Tarbox Family Office
California
$2K – – –
TCM
517
Tradewinds Capital Management
Washington
$2K – – –
SWA
518
Sutton Wealth Advisors
Florida
$1.36K – – –
RWM
519
Raffa Wealth Management
District of Columbia
$1.21K – – –
WTB
520
Washington Trust Bank
Washington
$1K -$1.86K -38 -64%
HCM
521
Herndon Capital Management
Georgia
$1K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$1K – – –
VCM
523
Versant Capital Management
Arizona
$1K +$343 +7 +35%
PIA
524
Piedmont Investment Advisors
North Carolina
$681 – – –
Renaissance Technologies
525
Renaissance Technologies
New York
– -$27.3M -611,900 Closed