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Name Holding Trade Value Shares
Change
Change in
Stake
WP
601
WealthPLAN Partners
Nebraska
$201K +$207K +3,823 New
NIMI
602
Natixis Investment Managers International
France
$201K -$78.3K -1,449 -28%
CA
603
Cetera Advisors
Colorado
$201K +$203K +3,766 New
CRCP
604
Copper Rock Capital Partners
Massachusetts
$192K -$149K -2,759 -44%
MCA
605
Mercer Capital Advisers
New Jersey
$185K
EWM
606
Evercore Wealth Management
New York
$176K -$20.8K -385 -10%
Fuller & Thaler Asset Management
607
Fuller & Thaler Asset Management
California
$160K
PCM
608
Penserra Capital Management
California
$159K -$11.6K -215 -7%
EA
609
Edge Advisors
Georgia
$153K
HNB
610
Huntington National Bank
Ohio
$151K +$20.8K +385 +16%
RPG
611
Risk Paradigm Group
Texas
$149K +$45K +832 +43%
VIA
612
Virtus Investment Advisers
Connecticut
$143K +$145K +2,687 New
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K
CTC
614
Central Trust Company
Missouri
$142K +$2.65K +49 +2%
IWM
615
IHT Wealth Management
Illinois
$138K -$2.16K -40 -2%
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$137K +$18.2K +336 +15%
SEC
617
Seven Eight Capital
New York
$132K -$162K -3,000 -55%
IDBONY
618
Israel Discount Bank of New York
New York
$129K +$131K +2,425 New
NFG
619
Next Financial Group
Texas
$128K -$51.9K -961 -30%
FIB
620
First Interstate Bank
Montana
$120K +$4.11K +76 +3%
SIM
621
Sonora Investment Management
Arizona
$116K -$98.6K -1,825 -46%
SM
622
Salzhauer Michael
$112K
ASN
623
Advisory Services Network
Georgia
$112K +$113K +2,099 New
PHK
624
Point72 Hong Kong
Hong Kong
$111K +$112K +2,072 New
GLI
625
Guardian Life Insurance
New York
$102K +$702 +13 +0.7%