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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
551
Citizens Financial Group
Rhode Island
$5K +$4.46K +64 New
BBHC
552
Brown Brothers Harriman & Co
New York
$5K +$4.53K +65 New
DAM
553
Delta Asset Management
Tennessee
$4K – – –
TFO
554
Tarbox Family Office
California
$4K – – –
WEC
555
Winslow Evans & Crocker
Massachusetts
$4K – – –
PCMK
556
Paragon Capital Management (Kansas)
Kansas
$4K +$3.48K +50 New
CI
557
CX Institutional
Indiana
$4K +$3.9K +56 New
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.11K +59 New
AIM
559
Advantage Investment Management
Iowa
$3K -$1.04K -15 -31%
KPW
560
Kore Private Wealth
New York
$3K +$2.44K +35 New
FRA
561
Front Row Advisors
California
$2K – – –
LWM
562
Liberty Wealth Management
California
$2K – – –
GWS
563
Glassman Wealth Services
Virginia
$2K +$209 +3 +10%
CYG
564
Clean Yield Group
Vermont
$2K +$2.09K +30 New
RTC
565
Riverview Trust Company
Washington
$2K +$2.16K +31 New
RFM
566
Royal Fund Management
Florida
$2K +$2.16K +31 New
RWM
567
Raffa Wealth Management
District of Columbia
$1.32K – – –
WCM
568
WealthBridge Capital Management
Ohio
$1K -$279 -4 -29%
FCA
569
FinTrust Capital Advisors
South Carolina
$1K – – –
LC
570
Lindbrook Capital
California
$1K – – –
FGAM
571
Financial Gravity Asset Management
Texas
$1K +$697 +10 New
ORIO
572
Old Republic International (ORI)
Illinois
– -$25M -383,442 Closed
Canada Life
573
Canada Life
Manitoba, Canada
– -$13.9M -223,231 Closed
Nomura Holdings
574
Nomura Holdings
Japan
– -$6.84M -104,880 Closed
KC
575
Kepos Capital
New York
– -$6.71M -102,783 Closed