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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1551
Jacobi Capital Management
Pennsylvania
$56K – – –
WP
1552
WealthPLAN Partners
Nebraska
$54.8K +$56.2K +338 New
LCM
1553
Liberty Capital Management
Michigan
$49K – – –
PFGIA
1554
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$332 +2 +0.7%
GBBWRPM
1555
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K – – –
Barrow, Hanley, Mewhinney & Strauss
1556
Barrow, Hanley, Mewhinney & Strauss
Texas
$41K +$41.2K +248 New
FPF
1557
FNY Partners Fund
New York
$41K +$41.5K +250 New
AIM
1558
Arcadia Investment Management
Michigan
$40K – – –
PHK
1559
Point72 Hong Kong
Hong Kong
$40K +$12K +72 +42%
RFWA
1560
RPg Family Wealth Advisory
Massachusetts
$39.9K -$15K -90 -27%
TIM
1561
Tortoise Investment Management
New York
$36K -$14.5K -87 -28%
TFO
1562
Tarbox Family Office
California
$35K – – –
IDBONY
1563
Israel Discount Bank of New York
New York
$33K -$254K -1,530 -88%
CWM
1564
Cranbrook Wealth Management
Michigan
$33K – – –
EWM
1565
Edge Wealth Management
New York
$33K – – –
IUHSA
1566
Itau Unibanco Holding S.A.
Brazil
$33K +$21.6K +130 +183%
TG
1567
TLP Group
Illinois
$33K +$33.2K +200 New
MSFP
1568
Mark Sheptoff Financial Planning
Connecticut
$31K +$16.8K +101 +113%
LBG
1569
Lloyds Banking Group
United Kingdom
$30K – – –
TDC
1570
Thompson Davis & Co
Virginia
$27K – – –
ZB
1571
Zions Bancorporation
Utah
$26K -$38.7K -233 -59%
PSC
1572
Prentiss Smith & Co
Vermont
$25K – – –
SAM
1573
Solaris Asset Management
New York
$25K +$24.9K +150 New
WAM
1574
Wolverine Asset Management
Illinois
$22K -$50.2M -302,413 -100%
CWM
1575
Catamount Wealth Management
Connecticut
$22K +$166 +1 +0.7%