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Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Arrow Financial
New York
$19K
BC
352
Bartlett & Co
Ohio
$19K
First Manhattan
353
First Manhattan
New York
$19K
BCWM
354
Bartlett & Co Wealth Management
Ohio
$18.7K +$20.6K +415 New
TDC
355
Thompson Davis & Co
Virginia
$18K -$12.4K -250 -39%
PA
356
Parallel Advisors
California
$18K -$792 -16 -4%
PWM
357
Perigon Wealth Management
California
$17K
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$16K -$693 -14 -4%
AIM
359
Advantage Investment Management
Iowa
$16K
AIM
360
Arcadia Investment Management
Michigan
$16K
VIA
361
Vantage Investment Advisors
Pennsylvania
$16K
FC
362
Ferris Capital
Massachusetts
$16K +$17.8K +359 New
SF
363
Synovus Financial
Georgia
$15K +$16.5K +333 New
WF
364
WealthTrust Fairport
Ohio
$15K +$16.7K +337 New
BGIM
365
Brandywine Global Investment Management
Pennsylvania
$14K +$1.24K +25 +9%
HMS
366
Hanseatic Management Services
New Mexico
$13K -$1.39K -28 -9%
IP
367
Intellectus Partners
California
$13K +$61.9K +1,250 New
CHC
368
City Holding Co
West Virginia
$12K
JWA
369
JFS Wealth Advisors
Pennsylvania
$12K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$11K
CA
371
Crewe Advisors
Utah
$11K
BBHC
372
Brown Brothers Harriman & Co
New York
$11K +$11.1K +225 +1,500%
CFA
373
Carroll Financial Associates
North Carolina
$10K
PGWM
374
Parisi Gray Wealth Management
New Jersey
$10K
ST
375
Smithfield Trust
Pennsylvania
$10K