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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
401
Compagnie Lombard Odier SCmA
Switzerland
$69K – – –
BIG
402
Bellwether Investment Group
Tennessee
$66K +$67.9K +1,539 New
AA
403
Ancora Advisors
Ohio
$65K +$65.6K +1,485 New
TAM
404
Tyers Asset Management
Texas
$64K +$65K +1,472 New
CHC
405
City Holding Co
West Virginia
$61K – – –
ECM
406
Estabrook Capital Management
New York
$58.4K – – –
RIM
407
Ranger International Management
Illinois
$58K – – –
TCOV
408
Trust Company of Vermont
Vermont
$55K – – –
MFW
409
Mosaic Family Wealth
Missouri
$51K – – –
GWM
410
Geneos Wealth Management
Colorado
$51K +$44 +1 +0.1%
SNT
411
Security National Trust
West Virginia
$50K – – –
TRCT
412
Tower Research Capital (TRC)
New York
$49K -$68.8K -1,559 -58%
ACS
413
Archford Capital Strategies
Illinois
$48K +$49.6K +1,123 New
NFG
414
Next Financial Group
Texas
$46K -$1.54K -35 -3%
RCM
415
Riverhead Capital Management
Delaware
$43K – – –
Group One Trading
416
Group One Trading
Illinois
$42K -$88.3K -2,000 -68%
DSC
417
Duncker Streett & Co
Missouri
$37K – – –
JIC
418
Joel Isaacson & Co
New York
$36K – – –
YWP
419
YorkBridge Wealth Partners
New York
$36K +$36.6K +830 New
BWP
420
Baldwin Wealth Partners
Massachusetts
$35K – – –
National Pension Service
421
National Pension Service
South Korea
$30K +$22.8K +517 New
MIP
422
Mondrian Investment Partners
United Kingdom
$27K -$112M -2,529,586 -100%
PFS
423
Physicians Financial Services
North Carolina
$27K – – –
RWA
424
Ropes Wealth Advisors
Massachusetts
$27K – – –
CFG
425
Citizens Financial Group
Rhode Island
$22K – – –